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Wedgewood Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Wedgewood Partners’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
-771
Closed -$367K – 44
2021
Q4 		$367K Buy
+771
New +$355K 0.05% 35

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JP Morgan Chase
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PNC Financial Services Group
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Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wedgewood Partners's IVV Position: Q1 2022 in Review

Wedgewood Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2022, closing a stake of 771 shares — an estimated $367K sold.

Wedgewood Partners first reported a position in IVV in Q4 2021 and held it in 1 quarter. The position peaked at $367K in Q4 2021. 2,584 funds tracked by Wall St. Rank hold IVV as of Q1 2022.

  • Wedgewood Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2022 after selling out during the quarter.
  • Wedgewood Partners sold 771 iShares Core S&P 500 ETF shares in Q1 2022, an estimated $367K.
  • Wedgewood Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 1 quarter.
  • Wedgewood Partners's iShares Core S&P 500 ETF position peaked at $367K in Q4 2021.
  • 2,584 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2022.

Based on Wedgewood Partners's 13F filing for Q1 2022, filed 16 May 2022.