Personal Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Personal Capital Advisors’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$7.97M	Buy	20,745 +1,151	+6%	+$444K	0.04%	185
2022 Q3	$7.03M	Buy	19,594 +855	+5%	+$341K	0.04%	179
2022 Q2	$7.11M	Sell	18,739 -1,731	-8%	-$712K	0.04%	183
2022 Q1	$9.29M	Sell	20,470 -2,225	-10%	-$995K	0.04%	183
2021 Q4	$10.6M	Buy	22,695 +3,560	+19%	+$1.64M	0.05%	174
2021 Q3	$8.24M	Sell	19,135 -994	-5%	-$440K	0.04%	183
2021 Q2	$8.65M	Sell	20,129 -2,087	-9%	-$874K	0.05%	183
2021 Q1	$8.84M	Buy	22,216 +1,637	+8%	+$634K	0.05%	169
2020 Q4	$7.72M	Buy	20,579 +1,822	+10%	+$649K	0.05%	162
2020 Q3	$6.3M	Buy	18,757 +6,791	+57%	+$2.26M	0.05%	155
2020 Q2	$3.71M	Sell	11,966 -4,853	-29%	-$1.42M	0.03%	180
2020 Q1	$4.23M	Buy	16,819 +221	+1%	+$67.7K	0.04%	164
2019 Q4	$5.37M	Buy	16,598 +7,892	+91%	+$2.44M	0.05%	155
2019 Q3	$2.6M	Buy	8,706 +46	+0.5%	+$13.7K	0.02%	184
2019 Q2	$2.55M	Buy	8,660 +20	+0.2%	+$5.8K	0.03%	176
2019 Q1	$2.46M	Sell	8,640 -3,190	-27%	-$872K	0.03%	167
2018 Q4	$2.98M	Buy	11,830 +8,255	+231%	+$2.24M	0.04%	147
2018 Q3	$1.05M	Sell	3,575 -478	-12%	-$137K	0.01%	188
2018 Q2	$1.11M	Buy	4,053 +658	+19%	+$179K	0.02%	171
2018 Q1	$901K	Sell	3,395 -265	-7%	-$72.9K	0.01%	175
2017 Q4	$984K	Buy	3,660 +876	+31%	+$229K	0.02%	178
2017 Q3	$704K	Buy	+2,784	New	+$691K	0.01%	174
2017 Q1	–	Sell	-2,876	Closed	-$647K	–	214
2016 Q4	$647K	Buy	+2,876	New	+$632K	0.02%	141

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Personal Capital Advisors's IVV Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q4 2022, buying an estimated $444K and bringing the position to 20,745 shares worth $7.97M. The position accounts for 0.04% of the portfolio, ranked #185.

Personal Capital Advisors first reported a position in IVV in Q4 2016 and has held it in 23 quarters since. The position peaked at $10.6M in Q4 2021. 2,683 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Personal Capital Advisors held 20,745 shares of iShares Core S&P 500 ETF worth $7.97M as of Q4 2022.
Personal Capital Advisors bought 1,151 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $444K.
iShares Core S&P 500 ETF made up 0.04% of Personal Capital Advisors's portfolio in Q4 2022, its #185 holding.
Personal Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 23 quarters since.
Personal Capital Advisors's iShares Core S&P 500 ETF position peaked at $10.6M in Q4 2021.
2,683 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.