Titus Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Titus Wealth Management’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 Q2	$1.7M	Buy	4,493 +411	+10%	+$169K	0.85%	25
2022 Q1	$1.85M	Buy	4,082 +85	+2%	+$38K	0.83%	27
2021 Q4	$1.91M	Sell	3,997 -28	-0.7%	-$12.9K	0.86%	27
2021 Q3	$1.74M	Sell	4,025 -3	-0.1%	-$1.33K	0.91%	20
2021 Q2	$1.73M	Buy	4,028 +5	+0.1%	+$2.1K	0.94%	21
2021 Q1	$1.6M	Sell	4,023 -70	-2%	-$27.1K	0.94%	21
2020 Q4	$1.54M	Buy	4,093 +79	+2%	+$28.1K	0.94%	20
2020 Q3	$1.35M	Buy	4,014 +6	+0.1%	+$2K	0.96%	20
2020 Q2	$1.24M	Sell	4,008 -112	-3%	-$32.9K	0.98%	21
2020 Q1	$1.06M	Buy	4,120 +379	+10%	+$116K	1.01%	22
2019 Q4	$1.21M	Buy	3,741 +7	+0.2%	+$2.17K	1.21%	20
2019 Q3	$1.11M	Buy	3,734 +2,288	+158%	+$680K	1.02%	21
2019 Q2	$426K	Sell	1,446 -344	-19%	-$99.7K	0.42%	48
2019 Q1	$509	Sell	1,790 -78	-4%	-$21.3K	0.45%	42
2018 Q4	$470	Buy	1,868 +13	+0.7%	+$3.53K	0.4%	41
2018 Q3	$543K	Sell	1,855 -44	-2%	-$12.6K	0.47%	37
2018 Q2	$519K	Sell	1,899 -18	-0.9%	-$4.9K	0.55%	32
2018 Q1	$509K	Buy	1,917 +4	+0.2%	+$1.1K	0.49%	33
2017 Q4	$514K	Buy	+1,913	New	+$501K	0.58%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Titus Wealth Management's IVV Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2022, buying an estimated $169K and bringing the position to 4,493 shares worth $1.7M. The position accounts for 0.85% of the portfolio, ranked #25.

Titus Wealth Management first reported a position in IVV in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2021. 2,525 funds tracked by Wall St. Rank hold IVV as of Q2 2022.

Titus Wealth Management held 4,493 shares of iShares Core S&P 500 ETF worth $1.7M as of Q2 2022.
Titus Wealth Management bought 411 iShares Core S&P 500 ETF shares in Q2 2022, an estimated $169K.
iShares Core S&P 500 ETF made up 0.85% of Titus Wealth Management's portfolio in Q2 2022, its #25 holding.
Titus Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 19 quarters since.
Titus Wealth Management's iShares Core S&P 500 ETF position peaked at $1.91M in Q4 2021.
2,525 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.