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

Soundmark 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
2024 Q2	–	Sell	-2,589	Closed	-$1.36M	–	33
2024 Q1	$1.36M	Sell	2,589 -313	-11%	-$157K	0.6%	33
2023 Q4	$1.39M	Buy	2,902 +313	+12%	+$140K	0.69%	33
2023 Q3	$1.11M	Sell	2,589 -4	-0.2%	-$1.79K	0.62%	33
2023 Q2	$1.16M	Hold	2,593	–	–	0.64%	33
2023 Q1	$1.07M	Hold	2,593	–	–	0.64%	33
2022 Q4	$996K	Hold	2,593	–	–	0.64%	32
2022 Q3	$930K	Sell	2,593 -461	-15%	-$184K	0.65%	31
2022 Q2	$1.16M	Buy	3,054 +2	+0.1%	+$823	0.83%	28
2022 Q1	$1.38M	Hold	3,052	–	–	0.97%	28
2021 Q4	$1.46M	Sell	3,052 -1,788	-37%	-$824K	1%	26
2021 Q3	$2.08M	Hold	4,840	–	–	0.75%	25
2021 Q2	$2.08M	Sell	4,840 -1,534	-24%	-$643K	0.86%	19
2021 Q1	$2.54M	Sell	6,374 -230	-3%	-$89K	1.39%	16
2020 Q4	$2.48M	Buy	+6,604	New	+$2.35M	1.58%	16

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Soundmark Wealth Management's IVV Position: Q2 2024 in Review

Soundmark Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2024, closing a stake of 2,589 shares — an estimated $1.36M sold.

Soundmark Wealth Management first reported a position in IVV in Q4 2020 and held it in 14 quarters. The position peaked at $2.54M in Q1 2021. 3,116 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

Soundmark Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 2,589 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $1.36M.
Soundmark Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's iShares Core S&P 500 ETF position peaked at $2.54M in Q1 2021.
3,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.