Steward Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Steward Financial Group’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 Q3	$20K	Hold	47	–	–	0.01%	249
2023 Q2	$20K	Buy	+47	New	+$19.8K	0.01%	243
2022 Q3	–	Sell	-69	Closed	-$26K	–	693
2022 Q2	$26K	Buy	69 +22	+47%	+$9.05K	0.02%	146
2022 Q1	$21K	Hold	47	–	–	0.02%	155
2021 Q4	$22K	Buy	+47	New	+$21.7K	0.02%	119

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's IVV Position: Q3 2023 in Review

Steward Financial Group held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2023 at 47 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #249.

Steward Financial Group first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $26K in Q2 2022. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Steward Financial Group held 47 shares of iShares Core S&P 500 ETF worth $20K as of Q3 2023.
Steward Financial Group left its iShares Core S&P 500 ETF share count unchanged in Q3 2023.
iShares Core S&P 500 ETF made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #249 holding.
Steward Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's iShares Core S&P 500 ETF position peaked at $26K in Q2 2022.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.