Dechtman Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Dechtman Wealth Management’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	$113M	Sell	192,613 -1,283	-0.7%	-$759K	21.91%	1
2024 Q3	$112M	Sell	193,896 -809	-0.4%	-$450K	22.89%	1
2024 Q2	$107M	Buy	194,705 +4,073	+2%	+$2.14M	23.81%	1
2024 Q1	$100M	Buy	190,632 +815	+0.4%	+$408K	23.38%	1
2023 Q4	$90.7M	Buy	189,817 +2,055	+1%	+$920K	23.84%	1
2023 Q3	$80.6M	Sell	187,762 -1,281	-0.7%	-$573K	23.88%	1
2023 Q2	$84.3M	Buy	+189,043	New	+$79.7M	25.09%	1

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Dechtman Wealth Management's IVV Position: Q4 2024 in Review

Dechtman Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.66% in Q4 2024, selling an estimated $759K and leaving 192,613 shares worth $113M. The position accounts for 21.91% of the portfolio, ranked #1.

Dechtman Wealth Management first reported a position in IVV in Q2 2023 and has held it in 7 quarters since. 3,609 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Dechtman Wealth Management held 192,613 shares of iShares Core S&P 500 ETF worth $113M as of Q4 2024.
Dechtman Wealth Management sold 1,283 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $759K.
iShares Core S&P 500 ETF made up 21.91% of Dechtman Wealth Management's portfolio in Q4 2024, its #1 holding.
Dechtman Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 7 quarters since.
3,609 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.