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

BCK 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
2024 Q4	–	Sell	-1,130	Closed	-$652K	–	28
2024 Q3	$652K	Sell	1,130 -45	-4%	-$25K	0.31%	15
2024 Q2	$643K	Sell	1,175 -64	-5%	-$33.7K	0.33%	15
2024 Q1	$651K	Sell	1,239 -149	-11%	-$74.6K	0.35%	14
2023 Q4	$663K	Sell	1,388 -44	-3%	-$19.7K	0.38%	15
2023 Q3	$615K	Sell	1,432 -42	-3%	-$18.8K	0.38%	16
2023 Q2	$657K	Sell	1,474 -68	-4%	-$28.7K	0.41%	14
2023 Q1	$634K	Hold	1,542	–	–	0.41%	16
2022 Q4	$592K	Sell	1,542 -123	-7%	-$47.5K	0.4%	17
2022 Q3	$597K	Hold	1,665	–	–	0.43%	18
2022 Q2	$631K	Hold	1,665	–	–	0.44%	14
2022 Q1	$755K	Sell	1,665 -70	-4%	-$31.3K	0.47%	12
2021 Q4	$828K	Sell	1,735 -9	-0.5%	-$4.15K	0.5%	12
2021 Q3	$751K	Sell	1,744 -94	-5%	-$41.7K	0.48%	12
2021 Q2	$790K	Hold	1,838	–	–	0.52%	12
2021 Q1	$768K	Sell	1,838 -309	-14%	-$120K	0.55%	12
2020 Q4	$806K	Buy	+2,147	New	+$764K	0.7%	11

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCK Partners's IVV Position: Q4 2024 in Review

BCK Partners sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 1,130 shares — an estimated $652K sold.

BCK Partners first reported a position in IVV in Q4 2020 and held it in 16 quarters. The position peaked at $828K in Q4 2021. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

BCK Partners reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
BCK Partners sold 1,130 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $652K.
BCK Partners first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 16 quarters.
BCK Partners's iShares Core S&P 500 ETF position peaked at $828K in Q4 2021.
3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on BCK Partners's 13F filing for Q4 2024, filed 30 Jan 2025.