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

Silicon Hills 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
2023 Q2	$625K	Sell	1,403 -50	-3%	-$21.1K	0.35%	45
2023 Q1	$597K	Sell	1,453 -444	-23%	-$178K	0.36%	48
2022 Q4	$729K	Sell	1,897 -492	-21%	-$190K	0.54%	44
2022 Q3	$857K	Sell	2,389 -257	-10%	-$103K	0.68%	33
2022 Q2	$1M	Sell	2,646 -2,863	-52%	-$1.18M	0.73%	32
2022 Q1	$2.5M	Sell	5,509 -5,244	-49%	-$2.35M	1.59%	20
2021 Q4	$5.13M	Buy	10,753 +272	+3%	+$125K	3.18%	6
2021 Q3	$4.51M	Buy	10,481 +4,938	+89%	+$2.19M	3.1%	6
2021 Q2	$2.38M	Sell	5,543 -1,212	-18%	-$508K	1.85%	13
2021 Q1	$2.69M	Buy	6,755 +2,780	+70%	+$1.08M	2.43%	10
2020 Q4	$1.49M	Buy	3,975 +1,792	+82%	+$638K	1.35%	20
2020 Q3	$734K	Buy	2,183 +1,008	+86%	+$335K	0.76%	35
2020 Q2	$364K	Sell	1,175 -267	-19%	-$78.4K	0.44%	59
2020 Q1	$373K	Buy	1,442 +1,406	+3,906%	+$431K	0.49%	55
2019 Q4	$1.48K	Buy	+36	New	+$11.1K	1.13%	19

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Silicon Hills Wealth Management's IVV Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q2 2023, selling an estimated $21.1K and leaving 1,403 shares worth $625K. The position accounts for 0.35% of the portfolio, ranked #45.

Silicon Hills Wealth Management first reported a position in IVV in Q4 2019 and has held it in 15 quarters since. The position peaked at $5.13M in Q4 2021. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

Silicon Hills Wealth Management held 1,403 shares of iShares Core S&P 500 ETF worth $625K as of Q2 2023.
Silicon Hills Wealth Management sold 50 iShares Core S&P 500 ETF shares in Q2 2023, an estimated $21.1K.
iShares Core S&P 500 ETF made up 0.35% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #45 holding.
Silicon Hills Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's iShares Core S&P 500 ETF position peaked at $5.13M in Q4 2021.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.