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

Executive 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 		$2.21M Buy
3,746
+342
+10% +$202K 0.17% 115
2024
Q3 		$1.96M Buy
+3,404
New +$1.89M 0.15% 116
2024
Q2 		– Sell
-2,844
Closed -$1.49M – 189
2024
Q1 		$1.49M Sell
2,844
-254
-8% -$127K 0.13% 116
2023
Q4 		$1.48M Sell
3,098
-112
-3% -$50.1K 0.14% 114
2023
Q3 		$1.38M Buy
3,210
+43
+1% +$19.2K 0.14% 111
2023
Q2 		$1.41M Buy
3,167
+34
+1% +$14.3K 0.15% 110
2023
Q1 		$1.29M Sell
3,133
-1,682
-35% -$674K 0.14% 106
2022
Q4 		$1.85M Buy
4,815
+2,720
+130% +$1.05M 0.23% 83
2022
Q3 		$2.1K Sell
2,095
-1,885
-47% -$753K 0.29% 77
2022
Q2 		$1.51M Buy
3,980
+1,472
+59% +$605K 0.2% 85
2022
Q1 		$1.14M Buy
2,508
+448
+22% +$200K 0.12% 112
2021
Q4 		$982K Buy
2,060
+48
+2% +$22.1K 0.1% 119
2021
Q3 		$866K Buy
2,012
+50
+3% +$22.2K 0.1% 119
2021
Q2 		$843K Buy
1,962
+29
+2% +$12.1K 0.09% 121
2021
Q1 		$769K Buy
1,933
+697
+56% +$270K 0.09% 120
2020
Q4 		$464K Buy
1,236
+101
+9% +$36K 0.06% 123
2020
Q3 		$381K Sell
1,135
-38
-3% -$12.6K 0.05% 119
2020
Q2 		$363K Sell
1,173
-505
-30% -$148K 0.05% 109
2020
Q1 		$433K Sell
1,678
-104
-6% -$31.9K 0.08% 99
2019
Q4 		$576K Sell
1,782
-1,279
-42% -$396K 0.08% 112
2019
Q3 		$913K Sell
3,061
-43
-1% -$12.8K 0.14% 92
2019
Q2 		$915K Buy
3,104
+231
+8% +$66.9K 0.13% 113
2019
Q1 		$818K Sell
2,873
-4,041
-58% -$1.1M 0.15% 105
2018
Q4 		$1.74M Buy
+6,914
New +$1.88M 0.31% 53

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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Executive Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q4 2024, buying an estimated $202K and bringing the position to 3,746 shares worth $2.21M. The position accounts for 0.17% of the portfolio, ranked #115.

Executive Wealth Management first reported a position in IVV in Q4 2018 and has held it in 24 quarters since. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Executive Wealth Management held 3,746 shares of iShares Core S&P 500 ETF worth $2.21M as of Q4 2024.
  • Executive Wealth Management bought 342 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $202K.
  • iShares Core S&P 500 ETF made up 0.17% of Executive Wealth Management's portfolio in Q4 2024, its #115 holding.
  • Executive Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

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