Peterson Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Peterson Financial Group’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
2024 Q3	$46.3K	Buy	+80	New	+$44.5K	0.18%	93

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

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

Peterson Financial Group's IVV Position: Q3 2024 in Review

Peterson Financial Group opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2024: 80 shares worth $46.3K. The stake represents 0.18% of the portfolio and ranks #93 among its holdings.

3,204 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Peterson Financial Group held 80 shares of iShares Core S&P 500 ETF worth $46.3K as of Q3 2024.
iShares Core S&P 500 ETF was a new Peterson Financial Group position in Q3 2024.
iShares Core S&P 500 ETF made up 0.18% of Peterson Financial Group's portfolio in Q3 2024, its #93 holding.
3,204 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.