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

Solidarity Wealth’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
2024
Q2 		– Sell
-381
Closed -$200K – 87
2024
Q1 		$200K Buy
+381
New +$191K 0.06% 81
2023
Q4 		– Sell
-631
Closed -$272K – 88
2023
Q3 		$272K Buy
631
+162
+35% +$72.5K 0.1% 75
2023
Q2 		$209K Buy
+469
New +$198K 0.09% 86
2022
Q3 		$232K Buy
607
+16
+3% +$6.39K 0.13% 107
2022
Q2 		$245K Buy
591
+107
+22% +$44K 0.13% 98
2022
Q1 		$216K Buy
+484
New +$216K 0.12% 111

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Solidarity Wealth's IVV Position: Q2 2024 in Review

Solidarity Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 381 shares — an estimated $200K sold.

Solidarity Wealth first reported a position in IVV in Q1 2022 and held it in 6 quarters. The position peaked at $272K in Q3 2023. 3,117 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

  • Solidarity Wealth reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Solidarity Wealth sold 381 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $200K.
  • Solidarity Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2022 and held it in 6 quarters.
  • Solidarity Wealth's iShares Core S&P 500 ETF position peaked at $272K in Q3 2023.
  • 3,117 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Solidarity Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.