Treybourne Wealth Planners’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Treybourne Wealth Planners's IVV Position: Q2 2021 in Review
Treybourne Wealth Planners increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2021, buying an estimated $107K and bringing the position to 1,805 shares worth $776K. The position accounts for 0.48% of the portfolio, ranked #19.
Treybourne Wealth Planners first reported a position in IVV in Q4 2020 and has held it in 3 quarters since. 2,248 funds tracked by Wall St. Rank hold IVV as of Q2 2021.
- Treybourne Wealth Planners held 1,805 shares of iShares Core S&P 500 ETF worth $776K as of Q2 2021.
- Treybourne Wealth Planners bought 255 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $107K.
- iShares Core S&P 500 ETF made up 0.48% of Treybourne Wealth Planners's portfolio in Q2 2021, its #19 holding.
- Treybourne Wealth Planners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 3 quarters since.
- 2,248 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.
Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.