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

Surevest’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 Q3	$43K	Hold	119	–	–	0.01%	193
2022 Q2	$45K	Hold	119	–	–	0.01%	208
2022 Q1	$54K	Hold	119	–	–	0.01%	184
2021 Q4	$57K	Buy	+119	New	+$54.8K	0.01%	180

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Surevest's IVV Position: Q3 2022 in Review

Surevest held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2022 at 119 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #193.

Surevest first reported a position in IVV in Q4 2021 and has held it in 4 quarters since. The position peaked at $57K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

Surevest held 119 shares of iShares Core S&P 500 ETF worth $43K as of Q3 2022.
Surevest left its iShares Core S&P 500 ETF share count unchanged in Q3 2022.
iShares Core S&P 500 ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #193 holding.
Surevest first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's iShares Core S&P 500 ETF position peaked at $57K in Q4 2021.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.