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Phocas Financial Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Phocas Financial Corp’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
2023
Q1 		– Sell
-50
Closed -$19.2K – 247
2022
Q4 		$19.2K Buy
+50
New +$19.3K ﹤0.01% 283
2019
Q2 		– Hold
0
– – – 287
2018
Q4 		– Hold
0
– – – 289

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Phocas Financial Corp's IVV Position: Q1 2023 in Review

Phocas Financial Corp sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 50 shares — an estimated $19.2K sold.

Phocas Financial Corp first reported a position in IVV in Q4 2022 and held it in 1 quarter. The position peaked at $19.2K in Q4 2022. 2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Phocas Financial Corp reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 50 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $19.2K.
  • Phocas Financial Corp first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's iShares Core S&P 500 ETF position peaked at $19.2K in Q4 2022.
  • 2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.