Richard C. Young & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Richard C. Young & Co’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
2024 Q2	–	Sell	-419	Closed	-$220K	–	79
2024 Q1	$220K	Buy	+419	New	+$210K	0.03%	72
2019 Q1	–	Sell	-18,215	Closed	-$4.58M	–	74
2018 Q4	$4.58M	Buy	+18,215	New	+$4.95M	0.98%	39
2018 Q1	–	Sell	-30,243	Closed	-$8.13M	–	63
2017 Q4	$8.13M	Sell	30,243 -684	-2%	-$179K	1.53%	29
2017 Q3	$7.82M	Sell	30,927 -1,057	-3%	-$262K	1.48%	31
2017 Q2	$7.79M	Sell	31,984 -10,768	-25%	-$2.6M	1.52%	30
2017 Q1	$10.1M	Sell	42,752 -1,278	-3%	-$299K	2%	22
2016 Q4	$9.91M	Buy	+44,030	New	+$9.68M	2.09%	19
2015 Q1	–	Sell	-3,100	Closed	-$641K	–	70
2014 Q4	$641K	Buy	+3,100	New	+$627K	0.14%	71

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

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

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

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

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

Richard C. Young & Co's IVV Position: Q2 2024 in Review

Richard C. Young & Co sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 419 shares — an estimated $220K sold.

Richard C. Young & Co first reported a position in IVV in Q4 2014 and held it in 8 quarters. The position peaked at $10.1M in Q1 2017. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

Richard C. Young & Co reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Richard C. Young & Co sold 419 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $220K.
Richard C. Young & Co first reported a position in iShares Core S&P 500 ETF in Q4 2014 and held it in 8 quarters.
Richard C. Young & Co's iShares Core S&P 500 ETF position peaked at $10.1M in Q1 2017.
3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Richard C. Young & Co's 13F filing for Q2 2024, filed 8 Aug 2024.