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Benchmark Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Benchmark Investment 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
-441
Closed -$254K – 91
2024
Q3 		$254K Sell
441
-7
-2% -$3.89K 0.18% 79
2024
Q2 		$245K Sell
448
-18
-4% -$9.46K 0.18% 80
2024
Q1 		$245K Sell
466
-74
-14% -$37K 0.19% 81
2023
Q4 		$258K Sell
540
-68
-11% -$30.4K 0.24% 76
2023
Q3 		$261K Sell
608
-69
-10% -$30.9K 0.26% 73
2023
Q2 		$302K Buy
677
+6
+0.9% +$2.53K 0.28% 75
2023
Q1 		$276K Sell
671
-23
-3% -$9.22K 0.28% 76
2022
Q4 		$266K Buy
+694
New +$268K 0.28% 84
2022
Q2 		– Sell
-458
Closed -$208K – 97
2022
Q1 		$208K Buy
458
+14
+3% +$6.26K 0.16% 144
2021
Q4 		$212K Buy
+444
New +$205K 0.17% 94

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

Benchmark Investment Advisors's IVV Position: Q4 2024 in Review

Benchmark Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 441 shares — an estimated $254K sold.

Benchmark Investment Advisors first reported a position in IVV in Q4 2021 and held it in 10 quarters. The position peaked at $302K in Q2 2023. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Benchmark Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Benchmark Investment Advisors sold 441 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $254K.
  • Benchmark Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 10 quarters.
  • Benchmark Investment Advisors's iShares Core S&P 500 ETF position peaked at $302K in Q2 2023.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Benchmark Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.