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

Adero 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
2025
Q1 		$843K Buy
1,501
+26
+2% +$15.4K 0.06% 96
2024
Q4 		$868K Sell
1,475
-87
-6% -$51.5K 0.06% 94
2024
Q3 		$901K Sell
1,562
-142
-8% -$79K 0.06% 90
2024
Q2 		$932K Sell
1,704
-353
-17% -$186K 0.07% 79
2024
Q1 		$1.08M Hold
2,057
– – 0.08% 75
2023
Q4 		$982K Sell
2,057
-6
-0.3% -$2.69K 0.08% 76
2023
Q3 		$886K Sell
2,063
-58
-3% -$25.9K 0.09% 76
2023
Q2 		$945K Sell
2,121
-336
-14% -$142K 0.09% 74
2023
Q1 		$1.01M Sell
2,457
-80
-3% -$32.1K 0.11% 69
2022
Q4 		$975K Buy
2,537
+60
+2% +$23.2K 0.12% 66
2022
Q3 		$942K Sell
2,477
-241
-9% -$96.2K 0.12% 67
2022
Q2 		$1.03M Buy
2,718
+452
+20% +$186K 0.15% 64
2022
Q1 		$1.03M Hold
2,266
– – 0.15% 63
2021
Q4 		$1.08M Hold
2,266
– – 0.18% 61
2021
Q3 		$976K Buy
2,266
+65
+3% +$28.8K 0.18% 59
2021
Q2 		$946K Hold
2,201
– – 0.22% 51
2021
Q1 		$876K Buy
2,201
+161
+8% +$62.3K 0.39% 46
2020
Q4 		$766K Buy
2,040
+393
+24% +$140K 0.66% 30
2020
Q3 		$553K Sell
1,647
-696
-30% -$232K 0.44% 38
2020
Q2 		$726K Buy
2,343
+984
+72% +$289K 0.75% 28
2020
Q1 		$351K Buy
1,359
+321
+31% +$98.4K 0.58% 38
2019
Q4 		$336K Buy
+1,038
New +$321K 0.38% 56

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Adero Partners's IVV Position: Q1 2025 in Review

Adero Partners increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q1 2025, buying an estimated $15.4K and bringing the position to 1,501 shares worth $843K. The position accounts for 0.06% of the portfolio, ranked #96.

Adero Partners first reported a position in IVV in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.08M in Q1 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Adero Partners held 1,501 shares of iShares Core S&P 500 ETF worth $843K as of Q1 2025.
  • Adero Partners bought 26 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $15.4K.
  • iShares Core S&P 500 ETF made up 0.06% of Adero Partners's portfolio in Q1 2025, its #96 holding.
  • Adero Partners first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
  • Adero Partners's iShares Core S&P 500 ETF position peaked at $1.08M in Q1 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.