Traverso Chambers Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Traverso Chambers Private 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
2023 Q4	$3M	Sell	6,273 -23	-0.4%	-$10.3K	0.73%	28
2023 Q3	$2.7M	Sell	6,296 -20	-0.3%	-$8.95K	0.72%	26
2023 Q2	$2.82M	Buy	6,316 +812	+15%	+$342K	0.74%	28
2023 Q1	$2.26M	Sell	5,504 -30	-0.5%	-$12K	0.62%	26
2022 Q4	$2.13M	Sell	5,534 -104	-2%	-$40.1K	0.61%	25
2022 Q3	$2.02M	Sell	5,638 -80	-1%	-$31.9K	0.62%	29
2022 Q2	$2.17M	Buy	5,718 +53	+0.9%	+$21.8K	0.72%	22
2022 Q1	$2.57M	Sell	5,665 -52	-0.9%	-$23.3K	0.77%	25
2021 Q4	$2.73M	Sell	5,717 -36	-0.6%	-$16.6K	0.81%	24
2021 Q3	$2.48M	Sell	5,753 -26	-0.4%	-$11.5K	0.77%	23
2021 Q2	$2.48M	Sell	5,779 -82	-1%	-$34.4K	0.78%	22
2021 Q1	$2.33M	Sell	5,861 -140	-2%	-$54.2K	0.79%	21
2020 Q4	$2.25M	Buy	6,001 +70	+1%	+$24.9K	0.81%	21
2020 Q3	$1.99M	Sell	5,931 -255	-4%	-$84.9K	0.77%	21
2020 Q2	$1.92M	Sell	6,186 -48	-0.8%	-$14.1K	0.8%	20
2020 Q1	$1.61M	Buy	6,234 +315	+5%	+$96.5K	0.76%	20
2019 Q4	$1.91M	Sell	5,919 -17	-0.3%	-$5.26K	0.81%	21
2019 Q3	$1.77M	Hold	5,936	–	–	0.85%	19
2019 Q2	$1.77M	Hold	5,936	–	–	0.86%	20
2019 Q1	$1.69M	Sell	5,936 -4	-0.1%	-$1.09K	0.83%	21
2018 Q4	$1.5M	Buy	+5,940	New	+$1.61M	0.81%	21

Other funds holding IVV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Traverso Chambers Private Wealth Management's IVV Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q4 2023, selling an estimated $10.3K and leaving 6,273 shares worth $3M. The position accounts for 0.73% of the portfolio, ranked #28.

Traverso Chambers Private Wealth Management first reported a position in IVV in Q4 2018 and has held it in 21 quarters since. 3,016 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Traverso Chambers Private Wealth Management held 6,273 shares of iShares Core S&P 500 ETF worth $3M as of Q4 2023.
Traverso Chambers Private Wealth Management sold 23 iShares Core S&P 500 ETF shares in Q4 2023, an estimated $10.3K.
iShares Core S&P 500 ETF made up 0.73% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #28 holding.
Traverso Chambers Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 21 quarters since.
3,016 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.