Spearhead Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Spearhead Capital Advisors’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
2022 Q3	$405K	Hold	1,129	–	–	0.44%	68
2022 Q2	$428K	Sell	1,129 -18,106	-94%	-$7.45M	0.06%	87
2022 Q1	$8.73M	Buy	19,235 +9,167	+91%	+$4.1M	1.08%	46
2021 Q4	$4.8M	Buy	10,068 +7,163	+247%	+$3.3M	0.58%	52
2021 Q3	$1.25M	Buy	+2,905	New	+$1.29M	0.17%	61
2020 Q4	–	Sell	-2,975	Closed	-$1M	–	180
2020 Q3	$1M	Buy	+2,975	New	+$990K	0.19%	61

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Spearhead Capital Advisors's IVV Position: Q3 2022 in Review

Spearhead Capital Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2022 at 1,129 shares worth $405K. The position accounts for 0.44% of the portfolio, ranked #68.

Spearhead Capital Advisors first reported a position in IVV in Q3 2020 and has held it in 6 quarters since. The position peaked at $8.73M in Q1 2022. 2,502 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Spearhead Capital Advisors held 1,129 shares of iShares Core S&P 500 ETF worth $405K as of Q3 2022.
Spearhead Capital Advisors left its iShares Core S&P 500 ETF share count unchanged in Q3 2022.
iShares Core S&P 500 ETF made up 0.44% of Spearhead Capital Advisors's portfolio in Q3 2022, its #68 holding.
Spearhead Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 6 quarters since.
Spearhead Capital Advisors's iShares Core S&P 500 ETF position peaked at $8.73M in Q1 2022.
2,502 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.