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Benedetti & Gucer’s iShares Core S&P 500 ETF IVV Stock Holding History

Benedetti & Gucer’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
Q1 		$37.3M Sell
70,949
-8,526
-11% -$4.27M 18.53% 1
2023
Q4 		$38M Sell
79,475
-1,922
-2% -$860K 19.89% 1
2023
Q3 		$35M Sell
81,397
-11,490
-12% -$5.14M 19.12% 1
2023
Q2 		$41.4M Sell
92,887
-2,328
-2% -$981K 21.31% 1
2023
Q1 		$39.1M Sell
95,215
-3,690
-4% -$1.48M 22.47% 1
2022
Q4 		$38M Sell
98,905
-394
-0.4% -$152K 27.81% 1
2022
Q3 		$35.6M Buy
99,299
+1,960
+2% +$783K 28.02% 1
2022
Q2 		$37.4M Sell
97,339
-13,940
-13% -$5.73M 25.27% 1
2022
Q1 		$50.5M Sell
111,279
-4,473
-4% -$2M 33.8% 1
2021
Q4 		$55.2M Buy
115,752
+2,421
+2% +$1.12M 37.43% 1
2021
Q3 		$48.8M Buy
113,331
+3,662
+3% +$1.62M 37.14% 1
2021
Q2 		$47.2M Buy
109,669
+12,398
+13% +$5.19M 42.38% 1
2021
Q1 		$38.7M Buy
+97,271
New +$37.7M 35.59% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Benedetti & Gucer's IVV Position: Q1 2024 in Review

Benedetti & Gucer reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2024, selling an estimated $4.27M and leaving 70,949 shares worth $37.3M. The position accounts for 18.53% of the portfolio, ranked #1.

Benedetti & Gucer first reported a position in IVV in Q1 2021 and has held it in 13 quarters since. The position peaked at $55.2M in Q4 2021. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Benedetti & Gucer held 70,949 shares of iShares Core S&P 500 ETF worth $37.3M as of Q1 2024.
  • Benedetti & Gucer sold 8,526 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $4.27M.
  • iShares Core S&P 500 ETF made up 18.53% of Benedetti & Gucer's portfolio in Q1 2024, its #1 holding.
  • Benedetti & Gucer first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 13 quarters since.
  • Benedetti & Gucer's iShares Core S&P 500 ETF position peaked at $55.2M in Q4 2021.
  • 3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.