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

Cedar 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 		– Sell
-67
Closed -$38.6K – 215
2024
Q3 		$38.6K Buy
67
+39
+139% +$21.7K 0.01% 166
2024
Q2 		$15.3K Sell
28
-2
-7% -$1.05K 0.01% 217
2024
Q1 		$15.8K Sell
30
-2
-6% -$1K 0.01% 233
2023
Q4 		$15.3K Sell
32
-117
-79% -$52.4K 0.01% 212
2023
Q3 		$64K Sell
149
-17
-10% -$7.6K 0.03% 144
2023
Q2 		$74K Sell
166
-187
-53% -$78.8K 0.03% 139
2023
Q1 		$145K Sell
353
-102
-22% -$40.9K 0.06% 109
2022
Q4 		$175K Buy
455
+146
+47% +$56.3K 0.09% 94
2022
Q3 		$111K Buy
309
+119
+63% +$47.5K 0.06% 122
2022
Q2 		$72K Sell
190
-4
-2% -$1.65K 0.03% 149
2022
Q1 		$88K Sell
194
-268
-58% -$120K 0.04% 144
2021
Q4 		$220K Sell
462
-159
-26% -$73.3K 0.09% 116
2021
Q3 		$268K Sell
621
-26
-4% -$11.5K 0.12% 96
2021
Q2 		$278K Sell
647
-39
-6% -$16.3K 0.13% 94
2021
Q1 		$273K Hold
686
– – 0.14% 90
2020
Q4 		$258K Hold
686
– – 0.14% 86
2020
Q3 		$231K Sell
686
-132
-16% -$43.9K 0.14% 85
2020
Q2 		$253K Buy
818
+177
+28% +$52K 0.17% 75
2020
Q1 		$166K Buy
+641
New +$196K 0.11% 86

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

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

Cedar Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 67 shares — an estimated $38.6K sold.

Cedar Wealth Management first reported a position in IVV in Q1 2020 and held it in 19 quarters. The position peaked at $278K in Q2 2021. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Cedar Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 67 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $38.6K.
  • Cedar Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2020 and held it in 19 quarters.
  • Cedar Wealth Management's iShares Core S&P 500 ETF position peaked at $278K in Q2 2021.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Cedar Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.