Private Wealth Advisors (Pennsylvania)’s iShares Core S&P 500 ETF IVV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020 Q4	$6.61M	Sell	17,606 -155	-0.9%	-$55.2K	3.77%	6
2020 Q3	$5.97M	Sell	17,761 -34	-0.2%	-$11.3K	3.82%	7
2020 Q2	$5.51M	Buy	17,795 +364	+2%	+$107K	3.76%	7
2020 Q1	$4.94M	Buy	17,431 +933	+6%	+$286K	3.75%	7
2019 Q4	$5.42M	Buy	16,498 +239	+1%	+$74K	2.89%	7
2019 Q3	$4.85M	Sell	16,259 -1,705	-9%	-$507K	2.47%	9
2019 Q2	$5.29M	Buy	17,964 +2,655	+17%	+$769K	1.88%	13
2019 Q1	$4.36M	Buy	15,309 +3,479	+29%	+$951K	1.63%	17
2018 Q4	$2.98M	Buy	11,830 +2,281	+24%	+$619K	1.29%	24
2018 Q3	$2.79M	Buy	9,549 +2,257	+31%	+$647K	1.03%	29
2018 Q2	$1.99M	Buy	7,292 +1,576	+28%	+$429K	0.79%	40
2018 Q1	$1.52M	Buy	5,716 +3,088	+118%	+$849K	0.61%	51
2017 Q4	$707K	Buy	2,628 +615	+31%	+$161K	0.27%	87
2017 Q3	$509K	Buy	2,013 +480	+31%	+$119K	0.21%	94
2017 Q2	$373K	Buy	+1,533	New	+$370K	0.16%	99

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

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

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

IMCOOI

Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 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

Private Wealth Advisors (Pennsylvania)'s IVV Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its iShares Core S&P 500 ETF (IVV) stake by 0.87% in Q4 2020, selling an estimated $55.2K and leaving 17,606 shares worth $6.61M. The position accounts for 3.77% of the portfolio, ranked #6.

Private Wealth Advisors (Pennsylvania) first reported a position in IVV in Q2 2017 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

Private Wealth Advisors (Pennsylvania) held 17,606 shares of iShares Core S&P 500 ETF worth $6.61M as of Q4 2020.
Private Wealth Advisors (Pennsylvania) sold 155 iShares Core S&P 500 ETF shares in Q4 2020, an estimated $55.2K.
iShares Core S&P 500 ETF made up 3.77% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #6 holding.
Private Wealth Advisors (Pennsylvania) first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 15 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.