Anchor Pointe Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Anchor Pointe 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
2024 Q4	$3.05M	Buy	+5,159	New	+$3.05M	3.96%	5

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Anchor Pointe Wealth Management's IVV Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2024: 5,159 shares worth $3.05M. The stake represents 3.96% of the portfolio and ranks #5 among its holdings.

3,609 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Anchor Pointe Wealth Management held 5,159 shares of iShares Core S&P 500 ETF worth $3.05M as of Q4 2024.
iShares Core S&P 500 ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares Core S&P 500 ETF made up 3.96% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #5 holding.
3,609 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.