Atmos Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Atmos Advisory’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	–	Sell	-1,109	Closed	-$653K	–	30
2024 Q4	$653K	Buy	+1,109	New	+$656K	0.45%	16

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Atmos Advisory's IVV Position: Q1 2025 in Review

Atmos Advisory sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 1,109 shares — an estimated $653K sold.

Atmos Advisory first reported a position in IVV in Q4 2024 and held it in 1 quarter. The position peaked at $653K in Q4 2024. 3,566 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Atmos Advisory reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Atmos Advisory sold 1,109 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $653K.
Atmos Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 1 quarter.
Atmos Advisory's iShares Core S&P 500 ETF position peaked at $653K in Q4 2024.
3,566 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Atmos Advisory's 13F filing for Q1 2025, filed 22 Apr 2025.