Burt Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Burt Wealth Advisors’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 Q3	$211K	Buy	+315	New	+$203K	0.05%	114
2021 Q1	–	Sell	-26	Closed	-$10K	–	222
2020 Q4	$10K	Buy	26 +15	+136%	+$5.34K	﹤0.01%	280
2020 Q3	$4K	Hold	11	–	–	﹤0.01%	321
2020 Q2	$3K	Hold	11	–	–	﹤0.01%	315
2020 Q1	$3K	Hold	11	–	–	﹤0.01%	330
2019 Q4	$4K	Hold	11	–	–	﹤0.01%	298
2019 Q3	$3K	Hold	11	–	–	﹤0.01%	309
2019 Q2	$3K	Hold	11	–	–	﹤0.01%	309
2019 Q1	$3K	Hold	11	–	–	﹤0.01%	317
2018 Q4	$3K	Hold	11	–	–	﹤0.01%	313
2018 Q3	$3K	Hold	11	–	–	﹤0.01%	342
2018 Q2	$3K	Hold	11	–	–	﹤0.01%	330
2018 Q1	$3K	Hold	11	–	–	﹤0.01%	335
2017 Q4	$3K	Hold	11	–	–	﹤0.01%	330
2017 Q3	$3K	Hold	11	–	–	﹤0.01%	318
2017 Q2	$2K	Hold	11	–	–	﹤0.01%	370
2017 Q1	$3K	Hold	11	–	–	﹤0.01%	315
2016 Q4	$2K	Hold	11	–	–	﹤0.01%	350
2016 Q3	$2K	Hold	11	–	–	﹤0.01%	354
2016 Q2	$2K	Hold	11	–	–	﹤0.01%	363
2016 Q1	$2K	Hold	11	–	–	﹤0.01%	453
2015 Q4	$2K	Hold	11	–	–	﹤0.01%	453
2015 Q3	$2K	Hold	11	–	–	﹤0.01%	344
2015 Q2	$2K	Hold	11	–	–	﹤0.01%	349
2015 Q1	$2K	Hold	11	–	–	﹤0.01%	319
2014 Q4	$2K	Buy	+11	New	+$2.23K	﹤0.01%	307

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Burt Wealth Advisors's IVV Position: Q3 2025 in Review

Burt Wealth Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 315 shares worth $211K. The stake represents 0.05% of the portfolio and ranks #114 among its holdings. This is a return to the name: Burt Wealth Advisors previously reported a position in IVV as recently as Q4 2020.

Burt Wealth Advisors first reported a position in IVV in Q4 2014 and has held it in 26 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Burt Wealth Advisors held 315 shares of iShares Core S&P 500 ETF worth $211K as of Q3 2025.
iShares Core S&P 500 ETF was a new Burt Wealth Advisors position in Q3 2025.
iShares Core S&P 500 ETF made up 0.05% of Burt Wealth Advisors's portfolio in Q3 2025, its #114 holding.
Burt Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 26 quarters since.
3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.