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

Reby 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
2020 Q4	$158K	Buy	+420	New	+$149K	0.04%	101

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

Reby Advisors's IVV Position: Q4 2020 in Review

Reby Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2020: 420 shares worth $158K. The stake represents 0.04% of the portfolio and ranks #101 among its holdings.

2,171 funds tracked by Wall St. Rank hold IVV as of Q4 2020.

Reby Advisors held 420 shares of iShares Core S&P 500 ETF worth $158K as of Q4 2020.
iShares Core S&P 500 ETF was a new Reby Advisors position in Q4 2020.
iShares Core S&P 500 ETF made up 0.04% of Reby Advisors's portfolio in Q4 2020, its #101 holding.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.