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

Stapp 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
2022
Q4 		– Sell
-42
Closed -$15K – 64
2022
Q3 		$15K Buy
+42
New +$16.8K 0.04% 54

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Bank of America
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AWA
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Creative Planning
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stapp Wealth Management's IVV Position: Q4 2022 in Review

Stapp Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 42 shares — an estimated $15K sold.

Stapp Wealth Management first reported a position in IVV in Q3 2022 and held it in 1 quarter. The position peaked at $15K in Q3 2022. 2,681 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Stapp Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 42 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $15K.
  • Stapp Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's iShares Core S&P 500 ETF position peaked at $15K in Q3 2022.
  • 2,681 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.