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

Piershale 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
2023 Q2	$10.3K	Sell	23 -5	-18%	-$2.11K	0.01%	112
2023 Q1	$11.5K	Buy	28 +23	+460%	+$9.22K	0.01%	103
2022 Q4	$1.92K	Buy	+5	New	+$1.93K	﹤0.01%	249
2022 Q1	–	Sell	-1,130	Closed	-$539K	–	15
2021 Q4	$539K	Buy	+1,130	New	+$521K	0.21%	13

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Piershale Financial Group's IVV Position: Q2 2023 in Review

Piershale Financial Group reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q2 2023, selling an estimated $2.11K and leaving 23 shares worth $10.3K. The position accounts for 0.01% of the portfolio, ranked #112.

Piershale Financial Group first reported a position in IVV in Q4 2021 and has held it in 4 quarters since. The position peaked at $539K in Q4 2021. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

Piershale Financial Group held 23 shares of iShares Core S&P 500 ETF worth $10.3K as of Q2 2023.
Piershale Financial Group sold 5 iShares Core S&P 500 ETF shares in Q2 2023, an estimated $2.11K.
iShares Core S&P 500 ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #112 holding.
Piershale Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
Piershale Financial Group's iShares Core S&P 500 ETF position peaked at $539K in Q4 2021.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.