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

Claris 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
2024
Q4 		– Sell
-93
Closed -$53.4K – 600
2024
Q3 		$53.4K Buy
+93
New +$51.7K 0.02% 122
2024
Q2 		– Sell
-397
Closed -$209K – 57
2024
Q1 		$209K Buy
+397
New +$199K 0.11% 55

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

Claris Advisors's IVV Position: Q4 2024 in Review

Claris Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 93 shares — an estimated $53.4K sold.

Claris Advisors first reported a position in IVV in Q1 2024 and held it in 2 quarters. The position peaked at $209K in Q1 2024. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Claris Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 93 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $53.4K.
  • Claris Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2024 and held it in 2 quarters.
  • Claris Advisors's iShares Core S&P 500 ETF position peaked at $209K in Q1 2024.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.