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Birch Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Birch Capital Management’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
Q1 		– Sell
-40
Closed -$23.5K – 83
2024
Q4 		$23.5K Hold
40
– – 0.01% 76
2024
Q3 		$23.1K Hold
40
– – 0.01% 71
2024
Q2 		$21.9K Hold
40
– – 0.01% 72
2024
Q1 		$21K Buy
+40
New +$20K 0.01% 73
2023
Q1 		– Sell
-732
Closed -$281K – 103
2022
Q4 		$281K Buy
+732
New +$282K 0.19% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Birch Capital Management's IVV Position: Q1 2025 in Review

Birch Capital Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 40 shares — an estimated $23.5K sold.

Birch Capital Management first reported a position in IVV in Q4 2022 and held it in 5 quarters. The position peaked at $281K in Q4 2022. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Birch Capital Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Birch Capital Management sold 40 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $23.5K.
  • Birch Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and held it in 5 quarters.
  • Birch Capital Management's iShares Core S&P 500 ETF position peaked at $281K in Q4 2022.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Birch Capital Management's 13F filing for Q1 2025, filed 16 Apr 2025.