Brophy Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Brophy Wealth 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	$1.14M	Buy	+1,972	New	+$1.1M	0.41%	56

Other funds holding IVV

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

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

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

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Brophy Wealth Management's IVV Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2024: 1,972 shares worth $1.14M. The stake represents 0.41% of the portfolio and ranks #56 among its holdings.

3,203 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Brophy Wealth Management held 1,972 shares of iShares Core S&P 500 ETF worth $1.14M as of Q3 2024.
iShares Core S&P 500 ETF was a new Brophy Wealth Management position in Q3 2024.
iShares Core S&P 500 ETF made up 0.41% of Brophy Wealth Management's portfolio in Q3 2024, its #56 holding.
3,203 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.