WFA of San Diego’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-40
Closed -$15.4K 234
2022
Q4
$15.4K Buy
+40
New +$15.4K 0.01% 317
2020
Q3
Sell
-2,045
Closed -$680K 157
2020
Q2
$680K Buy
+2,045
New +$600K 0.16% 127

Other funds holding IVV

WFA of San Diego's IVV Position: Q1 2023 in Review

WFA of San Diego sold out of iShares Core S&P 500 ETF (IVV) in Q1 2023, closing a stake of 40 shares — an estimated $15.4K sold.

WFA of San Diego first reported a position in IVV in Q2 2020 and held it in 2 quarters. The position peaked at $680K in Q2 2020. 2,673 funds tracked by Wall St. Rank hold IVV as of Q1 2023.

  • WFA of San Diego reported no remaining iShares Core S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 40 iShares Core S&P 500 ETF shares in Q1 2023, an estimated $15.4K.
  • WFA of San Diego first reported a position in iShares Core S&P 500 ETF in Q2 2020 and held it in 2 quarters.
  • WFA of San Diego's iShares Core S&P 500 ETF position peaked at $680K in Q2 2020.
  • 2,673 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.