Credential Qtrade Securities’s iShares Core S&P 500 ETF IVV Stock Holding History

Credential Qtrade Securities’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 Q1	$179K	Buy	340 +30	+10%	+$15K	0.01%	240
2023 Q4	$148K	Hold	310	–	–	0.01%	230
2023 Q3	$133K	Hold	310	–	–	0.01%	228
2023 Q2	$138K	Hold	310	–	–	0.01%	234
2023 Q1	$127K	Hold	310	–	–	0.01%	243
2022 Q4	$119K	Buy	+310	New	+$120K	0.01%	253
2022 Q3	–	Sell	-8	Closed	-$3.03K	–	387
2022 Q2	$3.03K	Hold	8	–	–	﹤0.01%	326
2022 Q1	$3.63K	Hold	8	–	–	﹤0.01%	330
2021 Q4	$3.81K	Buy	+8	New	+$3.69K	﹤0.01%	333

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Credential Qtrade Securities's IVV Position: Q1 2024 in Review

Credential Qtrade Securities increased its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q1 2024, buying an estimated $15K and bringing the position to 340 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #240.

Credential Qtrade Securities first reported a position in IVV in Q4 2021 and has held it in 9 quarters since. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

Credential Qtrade Securities held 340 shares of iShares Core S&P 500 ETF worth $179K as of Q1 2024.
Credential Qtrade Securities bought 30 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $15K.
iShares Core S&P 500 ETF made up 0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #240 holding.
Credential Qtrade Securities first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.