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Resolute Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Resolute Financial’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
2022
Q4 		$11.2M Sell
29,033
-291
-1% -$112K 9.49% 1
2022
Q3 		$10.5M Sell
29,324
-544
-2% -$217K 9.98% 1
2022
Q2 		$11.3M Sell
29,868
-1,108
-4% -$456K 9.84% 1
2022
Q1 		$14.1M Sell
30,976
-603
-2% -$270K 11.43% 1
2021
Q4 		$15.1M Buy
+31,579
New +$14.6M 11.25% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Resolute Financial's IVV Position: Q4 2022 in Review

Resolute Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.99% in Q4 2022, selling an estimated $112K and leaving 29,033 shares worth $11.2M. The position accounts for 9.49% of the portfolio, ranked #1.

Resolute Financial first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $15.1M in Q4 2021. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Resolute Financial held 29,033 shares of iShares Core S&P 500 ETF worth $11.2M as of Q4 2022.
  • Resolute Financial sold 291 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $112K.
  • iShares Core S&P 500 ETF made up 9.49% of Resolute Financial's portfolio in Q4 2022, its #1 holding.
  • Resolute Financial first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Core S&P 500 ETF position peaked at $15.1M in Q4 2021.
  • 2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.