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Retirement Planning Company of New England’s iShares Core S&P 500 ETF IVV Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-108
Closed -$51K – 553
2021
Q4 		$51K Buy
+108
New +$49.8K 0.02% 404

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Retirement Planning Company of New England's IVV Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 108 shares — an estimated $51K sold.

Retirement Planning Company of New England first reported a position in IVV in Q4 2021 and held it in 1 quarter. The position peaked at $51K in Q4 2021. 2,585 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 108 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $51K.
  • Retirement Planning Company of New England first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares Core S&P 500 ETF position peaked at $51K in Q4 2021.
  • 2,585 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.