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

Congress 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 Q2	$22.7M	Buy	36,604 +2,242	+7%	+$1.29M	0.22%	112
2025 Q1	$19.4M	Sell	34,362 -7,734	-18%	-$4.57M	0.23%	114
2024 Q4	$24.8M	Buy	42,096 +21,644	+106%	+$12.8M	0.34%	74
2024 Q3	$11.8M	Buy	20,452 +2,077	+11%	+$1.15M	0.16%	190
2024 Q2	$10.1M	Sell	18,375 -990	-5%	-$521K	0.16%	173
2024 Q1	$10.2M	Sell	19,365 -13,343	-41%	-$6.68M	0.18%	167
2023 Q4	$15.6M	Buy	32,708 +11,240	+52%	+$5.03M	0.29%	91
2023 Q3	$9.22M	Buy	21,468 +5,148	+32%	+$2.3M	0.19%	153
2023 Q2	$7.27M	Sell	16,320 -284	-2%	-$120K	0.17%	155
2023 Q1	$6.83M	Sell	16,604 -11,221	-40%	-$4.5M	0.16%	157
2022 Q4	$10.7M	Sell	27,825 -21,122	-43%	-$8.15M	0.27%	114
2022 Q3	$17.6M	Sell	48,947 -1,350	-3%	-$539K	0.47%	47
2022 Q2	$19.1M	Sell	50,297 -155	-0.3%	-$63.8K	0.49%	45
2022 Q1	$22.9M	Sell	50,452 -33,559	-40%	-$15M	0.5%	43
2021 Q4	$40.1M	Buy	+84,011	New	+$38.7M	0.8%	27

Other funds holding IVV

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

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

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

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

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Congress Wealth Management's IVV Position: Q2 2025 in Review

Congress Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.5% in Q2 2025, buying an estimated $1.29M and bringing the position to 36,604 shares worth $22.7M. The position accounts for 0.22% of the portfolio, ranked #112.

Congress Wealth Management first reported a position in IVV in Q4 2021 and has held it in 15 quarters since. The position peaked at $40.1M in Q4 2021. 3,621 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Congress Wealth Management held 36,604 shares of iShares Core S&P 500 ETF worth $22.7M as of Q2 2025.
Congress Wealth Management bought 2,242 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $1.29M.
iShares Core S&P 500 ETF made up 0.22% of Congress Wealth Management's portfolio in Q2 2025, its #112 holding.
Congress Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Core S&P 500 ETF position peaked at $40.1M in Q4 2021.
3,621 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.