SHFP
IVV icon

Second Half Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Second Half Financial 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
2023
Q3 		– Sell
-11,807
Closed -$5.26M – 90
2023
Q2 		$5.26M Buy
+11,807
New +$4.98M 1.2% 20

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
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
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

Second Half Financial Partners's IVV Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core S&P 500 ETF (IVV) in Q3 2023, closing a stake of 11,807 shares — an estimated $5.26M sold.

Second Half Financial Partners first reported a position in IVV in Q2 2023 and held it in 1 quarter. The position peaked at $5.26M in Q2 2023. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Core S&P 500 ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 11,807 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $5.26M.
  • Second Half Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Core S&P 500 ETF position peaked at $5.26M in Q2 2023.
  • 2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.