Rainsberger Wealth Advisors’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
2023
Q2
Sell
-584
Closed -$240K 73
2023
Q1
$240K Hold
584
0.14% 74
2022
Q4
$224K Buy
584
+2
+0.3% +$772 0.14% 73
2022
Q3
$209K Buy
+582
New +$232K 0.14% 74

Other funds holding IVV

Rainsberger Wealth Advisors's IVV Position: Q2 2023 in Review

Rainsberger Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2023, closing a stake of 584 shares — an estimated $240K sold.

Rainsberger Wealth Advisors first reported a position in IVV in Q3 2022 and held it in 3 quarters. The position peaked at $240K in Q1 2023. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

  • Rainsberger Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2023 after selling out during the quarter.
  • Rainsberger Wealth Advisors sold 584 iShares Core S&P 500 ETF shares in Q2 2023, an estimated $240K.
  • Rainsberger Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 3 quarters.
  • Rainsberger Wealth Advisors's iShares Core S&P 500 ETF position peaked at $240K in Q1 2023.
  • 2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.