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Strengthening Families & Communities LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

Strengthening Families & Communities LLC’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
Q1 		– Sell
-34
Closed -$13K – 384
2022
Q4 		$13K Hold
34
– – 0.01% 213
2022
Q3 		$12K Hold
34
– – 0.01% 316
2022
Q2 		$15K Hold
34
– – 0.01% 200
2022
Q1 		$15K Hold
34
– – 0.01% 198
2021
Q4 		$1 Buy
+34
New +$15.7K ﹤0.01% 274

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strengthening Families & Communities LLC's IVV Position: Q1 2023 in Review

Strengthening Families & Communities LLC sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 34 shares — an estimated $13K sold.

Strengthening Families & Communities LLC first reported a position in IVV in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q2 2022. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • Strengthening Families & Communities LLC reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Strengthening Families & Communities LLC sold 34 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $13K.
  • Strengthening Families & Communities LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 5 quarters.
  • Strengthening Families & Communities LLC's iShares Core S&P 500 ETF position peaked at $15K in Q2 2022.
  • 2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2023, filed 4 May 2023.