Wechter Feldman Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wechter Feldman Wealth 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
2021 Q2	$1.77M	Hold	4,124	–	–	1.24%	10
2021 Q1	$1.64M	Hold	4,124	–	–	1.21%	11
2020 Q4	$1.55M	Sell	4,124 -59	-1%	-$21K	1.15%	11
2020 Q3	$1.41M	Hold	4,183	–	–	1.1%	11
2020 Q2	$1.29M	Sell	4,183 -945	-18%	-$277K	1.17%	11
2020 Q1	$1.32M	Sell	5,128 -44,306	-90%	-$13.6M	3.24%	9
2019 Q4	$16M	Buy	49,434 +882	+2%	+$273K	10.65%	4
2019 Q3	$14.5M	Sell	48,552 -1,044	-2%	-$310K	9.15%	4
2019 Q2	$14.6M	Sell	49,596 -3,603	-7%	-$1.04M	9.68%	4
2019 Q1	$15.1M	Sell	53,199 -202	-0.4%	-$55.2K	9.88%	4
2018 Q4	$13.4M	Sell	53,401 -314	-0.6%	-$85.3K	12.93%	2
2018 Q3	$15.7M	Sell	53,715 -2,011	-4%	-$577K	9.61%	2
2018 Q2	$15.1M	Sell	55,726 -2,535	-4%	-$690K	10.39%	2
2018 Q1	$15.5M	Sell	58,261 -2,824	-5%	-$777K	10.93%	2
2017 Q4	$16.4M	Sell	61,085 -2,569	-4%	-$673K	11.49%	2
2017 Q3	$16.1M	Sell	63,654 -2,608	-4%	-$648K	12.35%	2
2017 Q2	$16.1M	Buy	66,262 +1,227	+2%	+$296K	12.93%	2
2017 Q1	$15.4M	Sell	65,035 -1,964	-3%	-$459K	10.6%	2
2016 Q4	$15.1M	Buy	+66,999	New	+$14.7M	9.87%	3

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wechter Feldman Wealth Management's IVV Position: Q2 2021 in Review

Wechter Feldman Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2021 at 4,124 shares worth $1.77M. The position accounts for 1.24% of the portfolio, ranked #10.

Wechter Feldman Wealth Management first reported a position in IVV in Q4 2016 and has held it in 19 quarters since. The position peaked at $16.4M in Q4 2017. 2,249 funds tracked by Wall St. Rank hold IVV as of Q2 2021.

Wechter Feldman Wealth Management held 4,124 shares of iShares Core S&P 500 ETF worth $1.77M as of Q2 2021.
Wechter Feldman Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2021.
iShares Core S&P 500 ETF made up 1.24% of Wechter Feldman Wealth Management's portfolio in Q2 2021, its #10 holding.
Wechter Feldman Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 19 quarters since.
Wechter Feldman Wealth Management's iShares Core S&P 500 ETF position peaked at $16.4M in Q4 2017.
2,249 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2021.

Based on Wechter Feldman Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.