BMMM
IVV icon

Boston Mountain Money Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Boston Mountain Money 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
2024
Q3 		$23.6M Buy
40,869
+124
+0.3% +$68.9K 13.69% 1
2024
Q2 		$22.3M Buy
40,745
+330
+0.8% +$174K 14.71% 1
2024
Q1 		$21.2M Buy
+40,415
New +$20.2M 14.55% 1

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Boston Mountain Money Management's IVV Position: Q3 2024 in Review

Boston Mountain Money Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q3 2024, buying an estimated $68.9K and bringing the position to 40,869 shares worth $23.6M. The position accounts for 13.69% of the portfolio, ranked #1.

Boston Mountain Money Management first reported a position in IVV in Q1 2024 and has held it in 3 quarters since. 3,203 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

  • Boston Mountain Money Management held 40,869 shares of iShares Core S&P 500 ETF worth $23.6M as of Q3 2024.
  • Boston Mountain Money Management bought 124 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $68.9K.
  • iShares Core S&P 500 ETF made up 13.69% of Boston Mountain Money Management's portfolio in Q3 2024, its #1 holding.
  • Boston Mountain Money Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 3 quarters since.
  • 3,203 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.