Sunesis Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Sunesis Advisors’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	$386K	Buy	+938	New	+$376K	0.28%	44

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sunesis Advisors's IVV Position: Q1 2023 in Review

Sunesis Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2023: 938 shares worth $386K. The stake represents 0.28% of the portfolio and ranks #44 among its holdings.

2,674 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

Sunesis Advisors held 938 shares of iShares Core S&P 500 ETF worth $386K as of Q1 2023.
iShares Core S&P 500 ETF was a new Sunesis Advisors position in Q1 2023.
iShares Core S&P 500 ETF made up 0.28% of Sunesis Advisors's portfolio in Q1 2023, its #44 holding.
2,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on Sunesis Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.