Personal Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-22,552	Closed	-$10.2M	–	34
2022 Q1	$10.2M	Sell	22,552 -246	-1%	-$110K	4.46%	6
2021 Q4	$10.9M	Sell	22,798 -1,417	-6%	-$653K	4.49%	6
2021 Q3	$10.4M	Sell	24,215 -740	-3%	-$328K	4.4%	7
2021 Q2	$10.7M	Sell	24,955 -1,455	-6%	-$610K	4.33%	7
2021 Q1	$10.5M	Sell	26,410 -806	-3%	-$312K	4.74%	5
2020 Q4	$10.2M	Buy	27,216 +1,734	+7%	+$617K	4.78%	4
2020 Q3	$8.56M	Sell	25,482 -292	-1%	-$97.2K	4.49%	5
2020 Q2	$7.98M	Sell	25,774 -598	-2%	-$176K	4.37%	5
2020 Q1	$6.82M	Sell	26,372 -4,457	-14%	-$1.37M	4.1%	7
2019 Q4	$9.96M	Sell	30,829 -2,902	-9%	-$898K	4.29%	8
2019 Q3	$10.1M	Buy	+33,731	New	+$10M	4.65%	8

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal Wealth Partners's IVV Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Core S&P 500 ETF (IVV) in Q2 2022, closing a stake of 22,552 shares — an estimated $10.2M sold.

Personal Wealth Partners first reported a position in IVV in Q3 2019 and held it in 11 quarters. The position peaked at $10.9M in Q4 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Personal Wealth Partners reported no remaining iShares Core S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 22,552 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $10.2M.
Personal Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q3 2019 and held it in 11 quarters.
Personal Wealth Partners's iShares Core S&P 500 ETF position peaked at $10.9M in Q4 2021.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.