SBK Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

SBK Financial’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	$964K	Sell	2,510 -5	-0.2%	-$1.93K	1.53%	23
2022 Q3	$902K	Buy	2,515 +467	+23%	+$186K	1.38%	23
2022 Q2	$777K	Buy	2,048 +181	+10%	+$74.5K	1.01%	28
2022 Q1	$847K	Hold	1,867	–	–	0.84%	31
2021 Q4	$891K	Buy	+1,867	New	+$860K	0.71%	32

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SBK Financial's IVV Position: Q4 2022 in Review

SBK Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q4 2022, selling an estimated $1.93K and leaving 2,510 shares worth $964K. The position accounts for 1.53% of the portfolio, ranked #23.

SBK Financial first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. 2,683 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

SBK Financial held 2,510 shares of iShares Core S&P 500 ETF worth $964K as of Q4 2022.
SBK Financial sold 5 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $1.93K.
iShares Core S&P 500 ETF made up 1.53% of SBK Financial's portfolio in Q4 2022, its #23 holding.
SBK Financial first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
2,683 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.