SWS
IVV icon

SYSTM Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

SYSTM Wealth Solutions’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
2024
Q1 		– Sell
-183
Closed -$87.4K – 1023
2023
Q4 		$87.4K Buy
+183
New +$81.9K 0.01% 474

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SYSTM Wealth Solutions's IVV Position: Q1 2024 in Review

SYSTM Wealth Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 183 shares — an estimated $87.4K sold.

SYSTM Wealth Solutions first reported a position in IVV in Q4 2023 and held it in 1 quarter. The position peaked at $87.4K in Q4 2023. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • SYSTM Wealth Solutions reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 183 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $87.4K.
  • SYSTM Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • SYSTM Wealth Solutions's iShares Core S&P 500 ETF position peaked at $87.4K in Q4 2023.
  • 3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.