Better Money Decisions’s iShares Core S&P 500 ETF IVV Stock Holding History

Better Money Decisions’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 Q2	$1.08M	Sell	1,741 -3	-0.2%	-$1.72K	0.66%	30
2025 Q1	$980K	Buy	1,744 +117	+7%	+$69.1K	0.65%	31
2024 Q4	$958K	Sell	1,627 -12	-0.7%	-$7.1K	0.66%	30
2024 Q3	$946K	Sell	1,639 -213	-12%	-$118K	0.67%	29
2024 Q2	$1.01M	Buy	1,852 +22	+1%	+$11.6K	0.76%	27
2024 Q1	$962K	Buy	1,830 +641	+54%	+$321K	0.76%	27
2023 Q4	$568K	Buy	1,189 +4	+0.3%	+$1.79K	0.47%	32
2023 Q3	$509K	Buy	1,185 +4	+0.3%	+$1.79K	0.45%	32
2023 Q2	$526K	Sell	1,181 -6	-0.5%	-$2.53K	0.43%	35
2023 Q1	$488K	Buy	1,187 +93	+9%	+$37.3K	0.41%	36
2022 Q4	$420K	Sell	1,094 -298	-21%	-$115K	0.36%	42
2022 Q3	$499K	Buy	1,392 +6	+0.4%	+$2.4K	0.49%	34
2022 Q2	$526K	Buy	1,386 +192	+16%	+$79K	0.45%	35
2022 Q1	$542K	Sell	1,194 -1	-0.1%	-$447	0.51%	36
2021 Q4	$570K	Sell	1,195 -138	-10%	-$63.6K	0.48%	36
2021 Q3	$574K	Buy	1,333 +327	+33%	+$145K	0.47%	36
2021 Q2	$433K	Buy	1,006 +2	+0.2%	+$838	0.39%	40
2021 Q1	$399K	Buy	+1,004	New	+$389K	0.41%	34

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Better Money Decisions's IVV Position: Q2 2025 in Review

Better Money Decisions reduced its iShares Core S&P 500 ETF (IVV) stake by 0.17% in Q2 2025, selling an estimated $1.72K and leaving 1,741 shares worth $1.08M. The position accounts for 0.66% of the portfolio, ranked #30.

Better Money Decisions first reported a position in IVV in Q1 2021 and has held it in 18 quarters since. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Better Money Decisions held 1,741 shares of iShares Core S&P 500 ETF worth $1.08M as of Q2 2025.
Better Money Decisions sold 3 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $1.72K.
iShares Core S&P 500 ETF made up 0.66% of Better Money Decisions's portfolio in Q2 2025, its #30 holding.
Better Money Decisions first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 18 quarters since.
3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.