Wealthgate Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthgate Family Office’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	-480	Closed	-$229K	–	29
2021 Q4	$229K	Hold	480	–	–	0.36%	29
2021 Q3	$207K	Buy	+480	New	+$213K	0.32%	29

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

Wealthgate Family Office's IVV Position: Q1 2022 in Review

Wealthgate Family Office sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 480 shares — an estimated $229K sold.

Wealthgate Family Office first reported a position in IVV in Q3 2021 and held it in 2 quarters. The position peaked at $229K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

Wealthgate Family Office reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
Wealthgate Family Office sold 480 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $229K.
Wealthgate Family Office first reported a position in iShares Core S&P 500 ETF in Q3 2021 and held it in 2 quarters.
Wealthgate Family Office's iShares Core S&P 500 ETF position peaked at $229K in Q4 2021.
2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Wealthgate Family Office's 13F filing for Q1 2022, filed 13 May 2022.