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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
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 		$1K Buy
+34
New +$15.7K ﹤0.01% 274

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Strengthening Families & Communities LLC's IVV Position: Q4 2022 in Review

Strengthening Families & Communities LLC held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2022 at 34 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #213.

Strengthening Families & Communities LLC first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $15K in Q2 2022. 2,685 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

  • Strengthening Families & Communities LLC held 34 shares of iShares Core S&P 500 ETF worth $13K as of Q4 2022.
  • Strengthening Families & Communities LLC left its iShares Core S&P 500 ETF share count unchanged in Q4 2022.
  • iShares Core S&P 500 ETF made up 0.01% of Strengthening Families & Communities LLC's portfolio in Q4 2022, its #213 holding.
  • Strengthening Families & Communities LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
  • Strengthening Families & Communities LLC's iShares Core S&P 500 ETF position peaked at $15K in Q2 2022.
  • 2,685 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2022, filed 6 Feb 2023.