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Cutter & Co Brokerage’s iShares Core S&P 500 ETF IVV Stock Holding History

Cutter & Co Brokerage’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
Q1 		– Sell
-537
Closed -$316K – 213
2024
Q4 		$316K Sell
537
-11
-2% -$6.51K 0.08% 132
2024
Q3 		$316K Buy
548
+22
+4% +$12.2K 0.07% 139
2024
Q2 		$288K Sell
526
-30
-5% -$15.8K 0.07% 149
2024
Q1 		$292K Buy
556
+2
+0.4% +$1K 0.07% 143
2023
Q4 		$265K Buy
554
+3
+0.5% +$1.34K 0.07% 148
2023
Q3 		$237K Buy
551
+58
+12% +$25.9K 0.07% 162
2023
Q2 		$220K Buy
+493
New +$208K 0.06% 178
2019
Q4 		– Sell
-1,677
Closed -$501K – 277
2019
Q3 		$501K Sell
1,677
-59
-3% -$17.5K 0.16% 137
2019
Q2 		$512K Sell
1,736
-97
-5% -$28.1K 0.16% 135
2019
Q1 		$522K Sell
1,833
-626
-25% -$171K 0.15% 135
2018
Q4 		$619K Buy
2,459
+668
+37% +$181K 0.24% 105
2018
Q3 		$524K Sell
1,791
-109
-6% -$31.3K 0.18% 125
2018
Q2 		$519K Sell
1,900
-60
-3% -$16.3K 0.2% 119
2018
Q1 		$520K Buy
+1,960
New +$539K 0.21% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Cutter & Co Brokerage's IVV Position: Q1 2025 in Review

Cutter & Co Brokerage sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 537 shares — an estimated $316K sold.

Cutter & Co Brokerage first reported a position in IVV in Q1 2018 and held it in 14 quarters. The position peaked at $619K in Q4 2018. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Cutter & Co Brokerage reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 537 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $316K.
  • Cutter & Co Brokerage first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 14 quarters.
  • Cutter & Co Brokerage's iShares Core S&P 500 ETF position peaked at $619K in Q4 2018.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Cutter & Co Brokerage's 13F filing for Q1 2025, filed 1 May 2025.