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American Planning Services’s iShares Core S&P 500 ETF IVV Stock Holding History

American Planning Services’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
2024
Q3 		$243K Hold
421
– – 0.19% 46
2024
Q2 		$230K Hold
421
– – 0.16% 51
2024
Q1 		$221K Hold
421
– – 0.16% 46
2023
Q4 		$201K Buy
+421
New +$188K 0.15% 44
2022
Q1 		– Sell
-421
Closed -$201K – 29
2021
Q4 		$201K Buy
+421
New +$194K 0.18% 25

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Planning Services's IVV Position: Q3 2024 in Review

American Planning Services held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2024 at 421 shares worth $243K. The position accounts for 0.19% of the portfolio, ranked #46.

American Planning Services first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. 3,208 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

  • American Planning Services held 421 shares of iShares Core S&P 500 ETF worth $243K as of Q3 2024.
  • American Planning Services left its iShares Core S&P 500 ETF share count unchanged in Q3 2024.
  • iShares Core S&P 500 ETF made up 0.19% of American Planning Services's portfolio in Q3 2024, its #46 holding.
  • American Planning Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
  • 3,208 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.