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Hill Investment Group Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hill Investment Group Partners’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
-845
Closed -$497K – 62
2024
Q4 		$497K Hold
845
– – 0.07% 46
2024
Q3 		$463K Hold
845
– – 0.06% 44
2024
Q2 		$470K Sell
845
-1
-0.1% -$526 0.06% 44
2024
Q1 		$445K Hold
846
– – 0.06% 45
2023
Q4 		$404K Sell
846
-214
-20% -$95.8K 0.06% 45
2023
Q3 		$455K Buy
+1,060
New +$474K 0.08% 43

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

Hill Investment Group Partners's IVV Position: Q1 2025 in Review

Hill Investment Group Partners sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 845 shares — an estimated $497K sold.

Hill Investment Group Partners first reported a position in IVV in Q3 2023 and held it in 6 quarters. The position peaked at $497K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Hill Investment Group Partners reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Hill Investment Group Partners sold 845 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $497K.
  • Hill Investment Group Partners first reported a position in iShares Core S&P 500 ETF in Q3 2023 and held it in 6 quarters.
  • Hill Investment Group Partners's iShares Core S&P 500 ETF position peaked at $497K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Hill Investment Group Partners's 13F filing for Q1 2025, filed 14 May 2025.