Pinnacle Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Pinnacle Private Wealth's IVV Position: Q2 2022 in Review
Pinnacle Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q2 2022, buying an estimated $547K and bringing the position to 24,103 shares worth $9.14M. The position accounts for 3.58% of the portfolio, ranked #2.
Pinnacle Private Wealth first reported a position in IVV in Q4 2021 and has held it in 3 quarters since. The position peaked at $10.3M in Q1 2022. 2,527 funds tracked by Wall St. Rank hold IVV as of Q2 2022.
- Pinnacle Private Wealth held 24,103 shares of iShares Core S&P 500 ETF worth $9.14M as of Q2 2022.
- Pinnacle Private Wealth bought 1,331 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $547K.
- iShares Core S&P 500 ETF made up 3.58% of Pinnacle Private Wealth's portfolio in Q2 2022, its #2 holding.
- Pinnacle Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 3 quarters since.
- Pinnacle Private Wealth's iShares Core S&P 500 ETF position peaked at $10.3M in Q1 2022.
- 2,527 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.
Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.