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Fairway Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Fairway Financial’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
-402
Closed -$237K – 21
2024
Q4 		$237K Buy
+402
New +$238K 0.22% 21

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Morgan Stanley
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Bank of America
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JP Morgan Chase
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Marshall Wace
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Creative Planning
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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

Fairway Financial's IVV Position: Q1 2025 in Review

Fairway Financial sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 402 shares — an estimated $237K sold.

Fairway Financial first reported a position in IVV in Q4 2024 and held it in 1 quarter. The position peaked at $237K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Fairway Financial reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Fairway Financial sold 402 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $237K.
  • Fairway Financial first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • Fairway Financial's iShares Core S&P 500 ETF position peaked at $237K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Fairway Financial's 13F filing for Q1 2025, filed 29 Apr 2025.