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Bell & Brown Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bell & Brown Wealth Advisors’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
-488
Closed -$281K – 73
2024
Q3 		$281K Buy
+488
New +$271K 0.11% 61

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bell & Brown Wealth Advisors's IVV Position: Q4 2024 in Review

Bell & Brown Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 488 shares — an estimated $281K sold.

Bell & Brown Wealth Advisors first reported a position in IVV in Q3 2024 and held it in 1 quarter. The position peaked at $281K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Bell & Brown Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 488 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $281K.
  • Bell & Brown Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's iShares Core S&P 500 ETF position peaked at $281K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2024, filed 7 May 2025.