PYA Waltman Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-22
Closed -$8K 123
2022
Q3
$8K Sell
22
-31
-58% -$12.4K ﹤0.01% 147
2022
Q2
$20K Buy
+53
New +$21.8K 0.01% 129

Other funds holding IVV

PYA Waltman Capital's IVV Position: Q4 2022 in Review

PYA Waltman Capital sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 22 shares — an estimated $8K sold.

PYA Waltman Capital first reported a position in IVV in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q2 2022. 2,681 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • PYA Waltman Capital reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • PYA Waltman Capital sold 22 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $8K.
  • PYA Waltman Capital first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 2 quarters.
  • PYA Waltman Capital's iShares Core S&P 500 ETF position peaked at $20K in Q2 2022.
  • 2,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on PYA Waltman Capital's 13F filing for Q4 2022, filed 14 Feb 2023.