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Wealthstreet Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-827
Closed -$329K – 207
2021
Q1 		$329K Hold
827
– – 0.03% 303
2020
Q4 		$310K Buy
+827
New +$294K 0.03% 297

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wealthstreet Investment Advisors's IVV Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2021, closing a stake of 827 shares — an estimated $329K sold.

Wealthstreet Investment Advisors first reported a position in IVV in Q4 2020 and held it in 2 quarters. The position peaked at $329K in Q1 2021. 2,249 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 827 iShares Core S&P 500 ETF shares in Q2 2021, an estimated $329K.
  • Wealthstreet Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's iShares Core S&P 500 ETF position peaked at $329K in Q1 2021.
  • 2,249 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.