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

Campbell 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
Q4 		$30.3M Buy
51,463
+153
+0.3% +$90.6K 2.73% 9
2024
Q3 		$29.6M Buy
+51,310
New +$28.5M 2.64% 10
2024
Q2 		– Sell
-50,847
Closed -$26.7M – 62
2024
Q1 		$26.7M Buy
50,847
+895
+2% +$448K 2.66% 10
2023
Q4 		$23.9M Sell
49,952
-1,472
-3% -$659K 2.83% 10
2023
Q3 		$22.1M Buy
51,424
+86
+0.2% +$38.5K 2.69% 11
2023
Q2 		$22.9M Sell
51,338
-4,079
-7% -$1.72M 2.94% 10
2023
Q1 		$22.8M Buy
55,417
+840
+2% +$337K 2.85% 10
2022
Q4 		$21M Buy
54,577
+4,643
+9% +$1.79M 2.92% 11
2022
Q3 		$17.9M Sell
49,934
-689
-1% -$275K 2.59% 13
2022
Q2 		$19.2M Sell
50,623
-3,638
-7% -$1.5M 2.69% 12
2022
Q1 		$24.6M Sell
54,261
-11
-0% -$4.92K 2.99% 11
2021
Q4 		$25.9M Sell
54,272
-1,054
-2% -$486K 2.96% 11
2021
Q3 		$23.8M Buy
55,326
+1,882
+4% +$834K 3.19% 10
2021
Q2 		$23M Sell
53,444
-177
-0.3% -$74.1K 3.11% 10
2021
Q1 		$21.3M Buy
53,621
+1,042
+2% +$403K 2.93% 8
2020
Q4 		$19.7M Buy
52,579
+175
+0.3% +$62.3K 2.88% 8
2020
Q3 		$17.6M Buy
52,404
+1,154
+2% +$384K 2.88% 8
2020
Q2 		$15.9M Buy
51,250
+599
+1% +$176K 2.76% 8
2020
Q1 		$13.1M Buy
50,651
+135
+0.3% +$41.4K 2.85% 8
2019
Q4 		$16.3M Buy
50,516
+200
+0.4% +$61.9K 3.28% 9
2019
Q3 		$15M Buy
50,316
+1,930
+4% +$574K 3.34% 8
2019
Q2 		$14.3M Sell
48,386
-706
-1% -$205K 3.42% 8
2019
Q1 		$14M Sell
49,092
-7,668
-14% -$2.1M 3.71% 8
2018
Q4 		$14.3M Buy
+56,760
New +$15.4M 4.41% 8

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Campbell Wealth Management's IVV Position: Q4 2024 in Review

Campbell Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q4 2024, buying an estimated $90.6K and bringing the position to 51,463 shares worth $30.3M. The position accounts for 2.73% of the portfolio, ranked #9.

Campbell Wealth Management first reported a position in IVV in Q4 2018 and has held it in 24 quarters since. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Campbell Wealth Management held 51,463 shares of iShares Core S&P 500 ETF worth $30.3M as of Q4 2024.
  • Campbell Wealth Management bought 153 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $90.6K.
  • iShares Core S&P 500 ETF made up 2.73% of Campbell Wealth Management's portfolio in Q4 2024, its #9 holding.
  • Campbell Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.