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

Cahill 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
2025 Q1	$70.3M	Buy	125,192 +865	+0.7%	+$511K	35.8%	1
2024 Q4	$73.2M	Buy	124,327 +692	+0.6%	+$410K	37.33%	1
2024 Q3	$71.3M	Buy	123,635 +368	+0.3%	+$205K	36.8%	1
2024 Q2	$67.5M	Sell	123,267 -784	-0.6%	-$412K	40.23%	1
2024 Q1	$65.2M	Sell	124,051 -162	-0.1%	-$81.1K	37.96%	1
2023 Q4	$59.3M	Buy	124,213 +1,324	+1%	+$593K	39.89%	1
2023 Q3	$52.8M	Buy	122,889 +1,489	+1%	+$666K	40.51%	1
2023 Q2	$54.1M	Sell	121,400 -1,136	-0.9%	-$479K	37.34%	1
2023 Q1	$50.4M	Sell	122,536 -713	-0.6%	-$286K	37.19%	1
2022 Q4	$51.1M	Sell	123,249 -7,716	-6%	-$2.98M	37.14%	1
2022 Q3	$47M	Sell	130,965 -3,030	-2%	-$1.21M	41.94%	1
2022 Q2	$50.8M	Buy	133,995 +2,535	+2%	+$1.04M	42.96%	1
2022 Q1	$59.6M	Buy	+131,460	New	+$58.8M	44.27%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Cahill Wealth Management's IVV Position: Q1 2025 in Review

Cahill Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.7% in Q1 2025, buying an estimated $511K and bringing the position to 125,192 shares worth $70.3M. The position accounts for 35.8% of the portfolio, ranked #1.

Cahill Wealth Management first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. The position peaked at $73.2M in Q4 2024. 3,567 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Cahill Wealth Management held 125,192 shares of iShares Core S&P 500 ETF worth $70.3M as of Q1 2025.
Cahill Wealth Management bought 865 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $511K.
iShares Core S&P 500 ETF made up 35.8% of Cahill Wealth Management's portfolio in Q1 2025, its #1 holding.
Cahill Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's iShares Core S&P 500 ETF position peaked at $73.2M in Q4 2024.
3,567 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.