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

Salvus Wealth 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
2022 Q4	–	Sell	-908	Closed	-$326K	–	99
2022 Q3	$326K	Hold	908	–	–	0.31%	80
2022 Q2	$344K	Buy	+908	New	+$373K	0.31%	79

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Salvus Wealth Management's IVV Position: Q4 2022 in Review

Salvus Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 908 shares — an estimated $326K sold.

Salvus Wealth Management first reported a position in IVV in Q2 2022 and held it in 2 quarters. The position peaked at $344K in Q2 2022. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Salvus Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Salvus Wealth Management sold 908 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $326K.
Salvus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 2 quarters.
Salvus Wealth Management's iShares Core S&P 500 ETF position peaked at $344K in Q2 2022.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Salvus Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.