BFP
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Brewster Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Brewster Financial Planning’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
-350
Closed -$206K – 28
2024
Q4 		$206K Hold
350
– – 0.16% 25
2024
Q3 		$202K Buy
+350
New +$195K 0.16% 20

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Brewster Financial Planning's IVV Position: Q1 2025 in Review

Brewster Financial Planning sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 350 shares — an estimated $206K sold.

Brewster Financial Planning first reported a position in IVV in Q3 2024 and held it in 2 quarters. The position peaked at $206K in Q4 2024. 3,566 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Brewster Financial Planning reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Brewster Financial Planning sold 350 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $206K.
  • Brewster Financial Planning first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 2 quarters.
  • Brewster Financial Planning's iShares Core S&P 500 ETF position peaked at $206K in Q4 2024.
  • 3,566 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Brewster Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.