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

Tatro Capital’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	$517K	Hold	1,140	–	–	0.39%	42
2021 Q4	$544K	Hold	1,140	–	–	0.39%	40
2021 Q3	$491K	Hold	1,140	–	–	0.38%	41
2021 Q2	$490K	Hold	1,140	–	–	0.33%	53
2021 Q1	$454K	Hold	1,140	–	–	0.35%	50
2020 Q4	$428K	Hold	1,140	–	–	0.4%	44
2020 Q3	$383K	Hold	1,140	–	–	0.44%	33
2020 Q2	$353K	Hold	1,140	–	–	0.51%	34
2020 Q1	$295K	Hold	1,140	–	–	0.53%	30
2019 Q4	$369K	Buy	+1,140	New	+$353K	0.33%	31

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tatro Capital's IVV Position: Q1 2022 in Review

Tatro Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2022 at 1,140 shares worth $517K. The position accounts for 0.39% of the portfolio, ranked #42.

Tatro Capital first reported a position in IVV in Q4 2019 and has held it in 10 quarters since. The position peaked at $544K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Tatro Capital held 1,140 shares of iShares Core S&P 500 ETF worth $517K as of Q1 2022.
Tatro Capital left its iShares Core S&P 500 ETF share count unchanged in Q1 2022.
iShares Core S&P 500 ETF made up 0.39% of Tatro Capital's portfolio in Q1 2022, its #42 holding.
Tatro Capital first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 10 quarters since.
Tatro Capital's iShares Core S&P 500 ETF position peaked at $544K in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Tatro Capital's 13F filing for Q1 2022, filed 13 May 2022.