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

YorkBridge Wealth 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 Q3	–	Sell	-640	Closed	-$243K	–	290
2022 Q2	$243K	Buy	+640	New	+$263K	0.06%	239
2019 Q3	–	Sell	-319	Closed	-$94K	–	410
2019 Q2	$94K	Hold	319	–	–	0.04%	296
2019 Q1	$91K	Hold	319	–	–	0.04%	291
2018 Q4	$80K	Hold	319	–	–	0.04%	279
2018 Q3	$94K	Hold	319	–	–	0.04%	291
2018 Q2	$87K	Hold	319	–	–	0.04%	309
2018 Q1	$85K	Hold	319	–	–	0.04%	313
2017 Q4	$85K	Sell	319 -45	-12%	-$11.8K	0.04%	313
2017 Q3	$92K	Sell	364 -5	-1%	-$1.24K	0.05%	301
2017 Q2	$90K	Hold	369	–	–	0.05%	296
2017 Q1	$89K	Buy	369 +75	+26%	+$17.5K	0.05%	290
2016 Q4	$66K	Buy	+294	New	+$64.6K	0.04%	314

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

YorkBridge Wealth Partners's IVV Position: Q3 2022 in Review

YorkBridge Wealth Partners sold out of iShares Core S&P 500 ETF (IVV) in Q3 2022, closing a stake of 640 shares — an estimated $243K sold.

YorkBridge Wealth Partners first reported a position in IVV in Q4 2016 and held it in 12 quarters. The position peaked at $243K in Q2 2022. 2,501 funds tracked by Wall St. Rank hold IVV as of Q3 2022.

YorkBridge Wealth Partners reported no remaining iShares Core S&P 500 ETF position as of Q3 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 640 iShares Core S&P 500 ETF shares in Q3 2022, an estimated $243K.
YorkBridge Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 12 quarters.
YorkBridge Wealth Partners's iShares Core S&P 500 ETF position peaked at $243K in Q2 2022.
2,501 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2022, filed 18 Oct 2022.