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

Aspire 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 Q3	$329K	Sell	570 -21	-4%	-$11.7K	0.18%	78
2024 Q2	$323K	Buy	591 +107	+22%	+$56.3K	0.19%	80
2024 Q1	$254K	Buy	484 +129	+36%	+$64.5K	0.15%	83
2023 Q4	$170K	Hold	355	–	–	0.12%	96
2023 Q3	$152K	Hold	355	–	–	0.12%	97
2023 Q2	$158K	Hold	355	–	–	0.12%	96
2023 Q1	$146K	Buy	355 +328	+1,215%	+$132K	0.12%	97
2022 Q4	$10.4K	Hold	27	–	–	0.01%	153
2022 Q3	$10K	Sell	27 -1,868	-99%	-$746K	0.01%	142
2022 Q2	$718K	Buy	1,895 +1,848	+3,932%	+$760K	0.66%	34
2022 Q1	$21K	Sell	47 -2,199	-98%	-$983K	0.02%	136
2021 Q4	$1.07M	Buy	+2,246	New	+$1.04M	0.87%	33

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aspire Wealth Management's IVV Position: Q3 2024 in Review

Aspire Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q3 2024, selling an estimated $11.7K and leaving 570 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #78.

Aspire Wealth Management first reported a position in IVV in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2021. 3,203 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Aspire Wealth Management held 570 shares of iShares Core S&P 500 ETF worth $329K as of Q3 2024.
Aspire Wealth Management sold 21 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $11.7K.
iShares Core S&P 500 ETF made up 0.18% of Aspire Wealth Management's portfolio in Q3 2024, its #78 holding.
Aspire Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares Core S&P 500 ETF position peaked at $1.07M in Q4 2021.
3,203 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.