Resource Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Resource Management’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
2021 Q4	$261K	Hold	548	–	–	0.03%	160
2021 Q3	$236K	Buy	548 +5	+0.9%	+$2.22K	0.03%	161
2021 Q2	$233K	Sell	543 -91	-14%	-$38.1K	0.03%	174
2021 Q1	$252K	Sell	634 -93	-13%	-$36K	0.03%	152
2020 Q4	$273K	Sell	727 -181	-20%	-$64.4K	0.04%	141
2020 Q3	$305K	Buy	908 +202	+29%	+$67.2K	0.05%	117
2020 Q2	$218K	Buy	+706	New	+$207K	0.04%	133
2020 Q1	–	Sell	-906	Closed	-$293K	–	146
2019 Q4	$293K	Hold	906	–	–	0.05%	121
2019 Q3	$270K	Buy	906 +51	+6%	+$15.2K	0.05%	118
2019 Q2	$252K	Hold	855	–	–	0.04%	122
2019 Q1	$243K	Buy	+855	New	+$234K	0.04%	121
2018 Q4	–	Sell	-726	Closed	-$213K	–	138
2018 Q3	$213K	Buy	+726	New	+$208K	0.04%	135

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Resource Management's IVV Position: Q4 2021 in Review

Resource Management held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2021 at 548 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #160.

Resource Management first reported a position in IVV in Q3 2018 and has held it in 12 quarters since. The position peaked at $305K in Q3 2020. 2,613 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

Resource Management held 548 shares of iShares Core S&P 500 ETF worth $261K as of Q4 2021.
Resource Management left its iShares Core S&P 500 ETF share count unchanged in Q4 2021.
iShares Core S&P 500 ETF made up 0.03% of Resource Management's portfolio in Q4 2021, its #160 holding.
Resource Management first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 12 quarters since.
Resource Management's iShares Core S&P 500 ETF position peaked at $305K in Q3 2020.
2,613 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.