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Summit Securities Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-3,300
Closed -$1.57M – 1212
2021
Q4 		$1.57M Buy
+3,300
New +$1.52M 0.07% 194
2015
Q4 		– Sell
-400
Closed -$77K – 369
2015
Q3 		$77K Buy
+400
New +$81.6K 0.06% 139

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Summit Securities Group's IVV Position: Q1 2022 in Review

Summit Securities Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 3,300 shares — an estimated $1.57M sold.

Summit Securities Group first reported a position in IVV in Q3 2015 and held it in 2 quarters. The position peaked at $1.57M in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

  • Summit Securities Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Securities Group sold 3,300 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $1.57M.
  • Summit Securities Group first reported a position in iShares Core S&P 500 ETF in Q3 2015 and held it in 2 quarters.
  • Summit Securities Group's iShares Core S&P 500 ETF position peaked at $1.57M in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Summit Securities Group's 13F filing for Q1 2022, filed 11 May 2022.