Creekmur Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$40.8M Buy
60,932
+2,318
+4% +$1.49M 6.76% 5
2025
Q2
$36.4M Buy
58,614
+31,466
+116% +$18.1M 6.43% 5
2025
Q1
$15.3M Sell
27,148
-10,947
-29% -$6.46M 3.2% 7
2024
Q4
$22.4M Sell
38,095
-852
-2% -$504K 5.14% 8
2024
Q3
$22.5M Buy
38,947
+1,219
+3% +$678K 5.28% 7
2024
Q2
$20.6M Buy
37,728
+4,511
+14% +$2.37M 5.33% 7
2024
Q1
$17.5M Sell
33,217
-13,743
-29% -$6.88M 5.97% 5
2023
Q4
$22.4M Buy
+46,960
New +$21M 6.97% 1

Other funds holding IVV

Creekmur Asset Management's IVV Position: Q3 2025 in Review

Creekmur Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 4% in Q3 2025, buying an estimated $1.49M and bringing the position to 60,932 shares worth $40.8M. The position accounts for 6.76% of the portfolio, ranked #5.

Creekmur Asset Management first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Creekmur Asset Management held 60,932 shares of iShares Core S&P 500 ETF worth $40.8M as of Q3 2025.
  • Creekmur Asset Management bought 2,318 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $1.49M.
  • iShares Core S&P 500 ETF made up 6.76% of Creekmur Asset Management's portfolio in Q3 2025, its #5 holding.
  • Creekmur Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.