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Householder Group Estate & Retirement Specialist’s iShares Core S&P 500 ETF IVV Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$257K Sell
438
-1,842
-81% -$1.09M 0.19% 85
2024
Q3 		$1.31M Sell
2,280
-93
-4% -$51.7K 0.38% 53
2024
Q2 		$1.3M Sell
2,373
-56
-2% -$29.4K 0.36% 53
2024
Q1 		$1.28M Sell
2,429
-30
-1% -$15K 0.38% 53
2023
Q4 		$1.17M Buy
2,459
+23
+0.9% +$10.3K 0.39% 53
2023
Q3 		$1.05M Buy
+2,436
New +$1.09M 0.38% 58
2023
Q1 		$942K Buy
+2,291
New +$919K 0.36% 61
2022
Q4 		– Sell
-2,889
Closed -$1.04M – 714
2022
Q3 		$1.04M Buy
2,889
+255
+10% +$102K 0.43% 52
2022
Q2 		$999K Buy
2,634
+363
+16% +$149K 0.45% 52
2022
Q1 		$1.03M Sell
2,271
-59
-3% -$26.4K 0.42% 61
2021
Q4 		$1.11M Buy
+2,330
New +$1.07M 0.41% 65

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 $1.88B AUM 29.07% 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

Householder Group Estate & Retirement Specialist's IVV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares Core S&P 500 ETF (IVV) stake by 81% in Q4 2024, selling an estimated $1.09M and leaving 438 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #85.

Householder Group Estate & Retirement Specialist first reported a position in IVV in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2024. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 438 shares of iShares Core S&P 500 ETF worth $257K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 1,842 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $1.09M.
  • iShares Core S&P 500 ETF made up 0.19% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #85 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares Core S&P 500 ETF position peaked at $1.31M in Q3 2024.
  • 3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.