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Rowlandmiller & Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Rowlandmiller & Partners’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 		– Sell
-508
Closed -$157K – 191
2021
Q3 		$157K Buy
+508
New +$225K 0.05% 129
2020
Q4 		– Sell
-508
Closed -$131K – 164
2020
Q3 		$131K Hold
508
– – 0.05% 131
2020
Q2 		$157K Hold
508
– – 0.05% 129
2020
Q1 		$131K Buy
+508
New +$156K 0.05% 131

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rowlandmiller & Partners's IVV Position: Q4 2021 in Review

Rowlandmiller & Partners sold out of iShares Core S&P 500 ETF (IVV) in Q4 2021, closing a stake of 508 shares — an estimated $157K sold.

Rowlandmiller & Partners first reported a position in IVV in Q1 2020 and held it in 4 quarters. The position peaked at $157K in Q3 2021. 2,612 funds tracked by Wall St. Rank hold IVV as of Q4 2021.

  • Rowlandmiller & Partners reported no remaining iShares Core S&P 500 ETF position as of Q4 2021 after selling out during the quarter.
  • Rowlandmiller & Partners sold 508 iShares Core S&P 500 ETF shares in Q4 2021, an estimated $157K.
  • Rowlandmiller & Partners first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 4 quarters.
  • Rowlandmiller & Partners's iShares Core S&P 500 ETF position peaked at $157K in Q3 2021.
  • 2,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2021.

Based on Rowlandmiller & Partners's 13F filing for Q4 2021, filed 14 Feb 2022.