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Signet Investment Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Signet Investment Advisory Group’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
Q1 		– Sell
-50
Closed -$19K – 135
2020
Q4 		$19K Buy
+50
New +$17.8K 0.02% 163
2019
Q1 		– Sell
-230
Closed -$57K – 127
2018
Q4 		$57K Buy
+230
New +$62.5K 0.06% 98

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Signet Investment Advisory Group's IVV Position: Q1 2021 in Review

Signet Investment Advisory Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2021, closing a stake of 50 shares — an estimated $19K sold.

Signet Investment Advisory Group first reported a position in IVV in Q4 2018 and held it in 2 quarters. The position peaked at $57K in Q4 2018. 2,206 funds tracked by Wall St. Rank hold IVV as of Q1 2021.

  • Signet Investment Advisory Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2021 after selling out during the quarter.
  • Signet Investment Advisory Group sold 50 iShares Core S&P 500 ETF shares in Q1 2021, an estimated $19K.
  • Signet Investment Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and held it in 2 quarters.
  • Signet Investment Advisory Group's iShares Core S&P 500 ETF position peaked at $57K in Q4 2018.
  • 2,206 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2021.

Based on Signet Investment Advisory Group's 13F filing for Q1 2021, filed 11 May 2021.