WC Walker & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

WC Walker & Associates’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 Q4	$888K	Buy	2,218 +221	+11%	+$85.3K	0.47%	40
2022 Q3	$766K	Buy	1,997 +1,459	+271%	+$583K	0.44%	46
2022 Q2	$208K	Buy	538 +7	+1%	+$2.88K	0.12%	69
2022 Q1	$236K	Hold	531	–	–	0.12%	69
2021 Q4	$248K	Hold	531	–	–	0.12%	63
2021 Q3	$229K	Hold	531	–	–	0.12%	62
2021 Q2	$231K	Hold	531	–	–	0.12%	64
2021 Q1	$216K	Hold	531	–	–	0.12%	62
2020 Q4	$208K	Buy	+531	New	+$189K	0.12%	64

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

WC Walker & Associates's IVV Position: Q4 2022 in Review

WC Walker & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q4 2022, buying an estimated $85.3K and bringing the position to 2,218 shares worth $888K. The position accounts for 0.47% of the portfolio, ranked #40.

WC Walker & Associates first reported a position in IVV in Q4 2020 and has held it in 9 quarters since. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

WC Walker & Associates held 2,218 shares of iShares Core S&P 500 ETF worth $888K as of Q4 2022.
WC Walker & Associates bought 221 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $85.3K.
iShares Core S&P 500 ETF made up 0.47% of WC Walker & Associates's portfolio in Q4 2022, its #40 holding.
WC Walker & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 9 quarters since.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.