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Abich Financial Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Abich Financial 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
2025
Q3 		$272K Buy
+406
New +$261K 0.1% 93
2024
Q3 		$230K Buy
399
+250
+168% +$139K 0.52% 19
2024
Q2 		$81.3K Sell
149
-1
-0.7% -$526 0.06% 112
2024
Q1 		$78.7K Buy
150
+13
+9% +$6.5K 0.06% 105
2023
Q4 		$65.3K Buy
+137
New +$61.3K 0.06% 83

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Abich Financial Wealth Management's IVV Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 406 shares worth $272K. The stake represents 0.1% of the portfolio and ranks #93 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IVV as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in IVV in Q4 2023 and has held it in 5 quarters since. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Abich Financial Wealth Management held 406 shares of iShares Core S&P 500 ETF worth $272K as of Q3 2025.
  • iShares Core S&P 500 ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • iShares Core S&P 500 ETF made up 0.1% of Abich Financial Wealth Management's portfolio in Q3 2025, its #93 holding.
  • Abich Financial Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • 3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.