WCM Investment Management
IVV icon

WCM Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

WCM Investment 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
2024
Q1 		– Sell
-214
Closed -$103K – 258
2023
Q4 		$103K Buy
+214
New +$95.8K ﹤0.01% 244

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WCM Investment Management's IVV Position: Q1 2024 in Review

WCM Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 214 shares — an estimated $103K sold.

WCM Investment Management first reported a position in IVV in Q4 2023 and held it in 1 quarter. The position peaked at $103K in Q4 2023. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • WCM Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
  • WCM Investment Management sold 214 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $103K.
  • WCM Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 1 quarter.
  • WCM Investment Management's iShares Core S&P 500 ETF position peaked at $103K in Q4 2023.
  • 3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on WCM Investment Management's 13F filing for Q1 2024, filed 25 Apr 2024.