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

Court Place 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
2025 Q3	$210K	Buy	+314	New	+$202K	0.06%	144
2024 Q4	–	Sell	-4,337	Closed	-$2.5M	–	162
2024 Q3	$2.5M	Hold	4,337	–	–	0.73%	35
2024 Q2	$2.37M	Buy	4,337 +16	+0.4%	+$8.41K	0.74%	38
2024 Q1	$2.27M	Buy	+4,321	New	+$2.16M	0.73%	36
2023 Q4	–	Sell	-3,603	Closed	-$1.55M	–	168
2023 Q3	$1.55M	Buy	3,603 +2,844	+375%	+$1.27M	0.55%	48
2023 Q2	$338K	Sell	759 -1,000	-57%	-$421K	0.12%	118
2023 Q1	$723K	Sell	1,759 -1,465	-45%	-$587K	0.26%	83
2022 Q4	$1.24M	Buy	+3,224	New	+$1.24M	0.45%	57

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Court Place Advisors's IVV Position: Q3 2025 in Review

Court Place Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2025: 314 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings. This is a return to the name: Court Place Advisors previously reported a position in IVV as recently as Q3 2024.

Court Place Advisors first reported a position in IVV in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.5M in Q3 2024. 3,676 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

Court Place Advisors held 314 shares of iShares Core S&P 500 ETF worth $210K as of Q3 2025.
iShares Core S&P 500 ETF was a new Court Place Advisors position in Q3 2025.
iShares Core S&P 500 ETF made up 0.06% of Court Place Advisors's portfolio in Q3 2025, its #144 holding.
Court Place Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 8 quarters since.
Court Place Advisors's iShares Core S&P 500 ETF position peaked at $2.5M in Q3 2024.
3,676 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Court Place Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.