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Dean Jacobson Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Dean Jacobson Financial Services’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
Q4 		– Sell
-392
Closed -$226K – 14
2024
Q3 		$226K Hold
392
– – 0.17% 12
2024
Q2 		$215K Hold
392
– – 0.17% 12
2024
Q1 		$206K Buy
+392
New +$196K 0.17% 13
2023
Q4 		– Sell
-562
Closed -$241K – 14
2023
Q3 		$241K Hold
562
– – 0.22% 14
2023
Q2 		$250K Buy
+562
New +$237K 0.23% 12

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dean Jacobson Financial Services's IVV Position: Q4 2024 in Review

Dean Jacobson Financial Services sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 392 shares — an estimated $226K sold.

Dean Jacobson Financial Services first reported a position in IVV in Q2 2023 and held it in 5 quarters. The position peaked at $250K in Q2 2023. 3,607 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Dean Jacobson Financial Services reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Dean Jacobson Financial Services sold 392 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $226K.
  • Dean Jacobson Financial Services first reported a position in iShares Core S&P 500 ETF in Q2 2023 and held it in 5 quarters.
  • Dean Jacobson Financial Services's iShares Core S&P 500 ETF position peaked at $250K in Q2 2023.
  • 3,607 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Dean Jacobson Financial Services's 13F filing for Q4 2024, filed 23 Jan 2025.