Viridian RIA’s iShares Core S&P 500 ETF IVV Stock Holding History

Viridian RIA’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	–	Sell	-6,005	Closed	-$2.69M	–	25
2021 Q4	$2.86M	Buy	+6,005	New	+$2.77M	0.61%	33
2021 Q2	–	Hold	0	–	–	–	33
2021 Q1	–	Sell	-5,596	Closed	-$2.17M	–	34
2020 Q4	$2.1M	Buy	5,596 +15	+0.3%	+$5.34K	0.58%	34
2020 Q3	$1.88M	Sell	5,581 -175	-3%	-$58.2K	0.62%	33
2020 Q2	$1.78M	Buy	5,756 +386	+7%	+$113K	0.64%	29
2020 Q1	$1.39M	Buy	5,370 +698	+15%	+$214K	0.63%	27
2019 Q4	$1.51M	Sell	4,672 -337	-7%	-$104K	0.54%	26
2019 Q3	$1.5M	Buy	5,009 +65	+1%	+$19.3K	0.62%	25
2019 Q2	$1.43M	Buy	4,944 +36	+0.7%	+$10.4K	0.58%	28
2019 Q1	$1.4M	Buy	4,908 +364	+8%	+$99.5K	0.62%	26
2018 Q4	$1.14M	Buy	4,544 +996	+28%	+$270K	0.57%	29
2018 Q3	$1.04M	Sell	3,548 -120	-3%	-$34.4K	0.46%	35
2018 Q2	$1M	Sell	3,668 -1,737	-32%	-$473K	0.49%	25
2018 Q1	$1.44M	Buy	+5,405	New	+$1.49M	0.68%	18

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Viridian RIA's IVV Position: Q1 2022 in Review

Viridian RIA sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 6,005 shares — an estimated $2.69M sold.

Viridian RIA first reported a position in IVV in Q1 2018 and held it in 13 quarters. The position peaked at $2.86M in Q4 2021. 2,585 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Viridian RIA reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 6,005 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $2.69M.
Viridian RIA first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 13 quarters.
Viridian RIA's iShares Core S&P 500 ETF position peaked at $2.86M in Q4 2021.
2,585 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.