Pinnacle Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$12.3M	Buy	+28,605	New	+$12M	0.5%	67

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

Pinnacle Wealth Advisors's IVV Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2021: 28,605 shares worth $12.3M. The stake represents 0.5% of the portfolio and ranks #67 among its holdings.

2,248 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

Pinnacle Wealth Advisors held 28,605 shares of iShares Core S&P 500 ETF worth $12.3M as of Q2 2021.
iShares Core S&P 500 ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Core S&P 500 ETF made up 0.5% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #67 holding.
2,248 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.