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Ruane, Cunniff & Goldfarb’s iShares Core S&P 500 ETF IVV Stock Holding History

Ruane, Cunniff & Goldfarb’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
2023
Q1 		– Sell
-2,460
Closed -$945K – 33
2022
Q4 		$945K Buy
+2,460
New +$949K 0.01% 26

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ruane, Cunniff & Goldfarb's IVV Position: Q1 2023 in Review

Ruane, Cunniff & Goldfarb sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 2,460 shares — an estimated $945K sold.

Ruane, Cunniff & Goldfarb first reported a position in IVV in Q4 2022 and held it in 1 quarter. The position peaked at $945K in Q4 2022. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Ruane, Cunniff & Goldfarb reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Ruane, Cunniff & Goldfarb sold 2,460 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $945K.
  • Ruane, Cunniff & Goldfarb first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 1 quarter.
  • Ruane, Cunniff & Goldfarb's iShares Core S&P 500 ETF position peaked at $945K in Q4 2022.
  • 2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Ruane, Cunniff & Goldfarb's 13F filing for Q1 2023, filed 15 May 2023.