Zurich Cantonal Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Zurich Cantonal Bank’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 Q4	–	Sell	-7,492	Closed	-$2.73M	–	2878
2022 Q3	$2.73M	Hold	7,492	–	–	0.02%	599
2022 Q2	$2.87M	Hold	7,492	–	–	0.02%	598
2022 Q1	$3.45M	Hold	7,492	–	–	0.02%	605
2021 Q4	$3.58M	Hold	7,492	–	–	0.02%	606
2021 Q3	$3.27M	Hold	7,492	–	–	0.02%	631
2021 Q2	$3.22M	Hold	7,492	–	–	0.02%	608
2021 Q1	$2.97M	Sell	7,492 -1,136	-13%	-$440K	0.02%	610
2020 Q4	$3.22M	Hold	8,628	–	–	0.02%	606
2020 Q3	$2.88M	Hold	8,628	–	–	0.02%	597
2020 Q2	$2.64M	Buy	8,628 +365	+4%	+$107K	0.02%	552
2020 Q1	$2.17M	Hold	8,263	–	–	0.02%	594
2019 Q4	$2.67M	Sell	8,263 -2,650	-24%	-$820K	0.02%	594
2019 Q3	$3.24M	Hold	10,913	–	–	0.03%	510
2019 Q2	$3.22M	Hold	10,913	–	–	0.03%	510
2019 Q1	$3.1M	Hold	10,913	–	–	0.03%	517
2018 Q4	$2.75M	Hold	10,913	–	–	0.03%	524
2018 Q3	$3.19M	Hold	10,913	–	–	0.03%	539
2018 Q2	$2.98M	Hold	10,913	–	–	0.03%	548
2018 Q1	$2.9M	Hold	10,913	–	–	0.03%	541
2017 Q4	$2.93M	Sell	10,913 -1,905	-15%	-$499K	0.03%	533
2017 Q3	$3.24M	Hold	12,818	–	–	0.03%	494
2017 Q2	$3.12M	Hold	12,818	–	–	0.03%	512
2017 Q1	$3.04M	Hold	12,818	–	–	0.03%	528
2016 Q4	$2.88M	Hold	12,818	–	–	0.03%	536
2016 Q3	$2.79M	Hold	12,818	–	–	0.03%	540
2016 Q2	$2.7M	Buy	12,818 +100	+0.8%	+$20.9K	0.04%	463
2016 Q1	$2.63M	Hold	12,718	–	–	0.03%	474
2015 Q4	$2.61M	Buy	+12,718	New	+$2.63M	0.03%	469
2015 Q3	–	Sell	-2,750	Closed	-$570K	–	2447
2015 Q2	$570K	Buy	+2,750	New	+$582K	0.01%	820

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Zurich Cantonal Bank's IVV Position: Q4 2022 in Review

Zurich Cantonal Bank sold out of iShares Core S&P 500 ETF (IVV) in Q4 2022, closing a stake of 7,492 shares — an estimated $2.73M sold.

Zurich Cantonal Bank first reported a position in IVV in Q2 2015 and held it in 29 quarters. The position peaked at $3.58M in Q4 2021. 2,680 funds tracked by Wall St. Rank hold IVV as of Q4 2022.

Zurich Cantonal Bank reported no remaining iShares Core S&P 500 ETF position as of Q4 2022 after selling out during the quarter.
Zurich Cantonal Bank sold 7,492 iShares Core S&P 500 ETF shares in Q4 2022, an estimated $2.73M.
Zurich Cantonal Bank first reported a position in iShares Core S&P 500 ETF in Q2 2015 and held it in 29 quarters.
Zurich Cantonal Bank's iShares Core S&P 500 ETF position peaked at $3.58M in Q4 2021.
2,680 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2022.

Based on Zurich Cantonal Bank's 13F filing for Q4 2022, filed 1 Feb 2023.