Hyperion Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Hyperion 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
2024 Q3	$213K	Buy	+369	New	+$205K	0.14%	69
2024 Q2	–	Sell	-2,380	Closed	-$1.25M	–	74
2024 Q1	$1.25M	Buy	2,380 +188	+9%	+$94.1K	0.92%	18
2023 Q4	$1.05M	Buy	2,192 +486	+28%	+$218K	0.83%	18
2023 Q3	$733K	Buy	1,706 +763	+81%	+$341K	0.63%	18
2023 Q2	$420K	Hold	943	–	–	0.35%	36
2023 Q1	$387K	Buy	943 +1	+0.1%	+$401	0.35%	36
2022 Q4	$362K	Buy	+942	New	+$364K	0.35%	37

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Hyperion Partners's IVV Position: Q3 2024 in Review

Hyperion Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q3 2024: 369 shares worth $213K. The stake represents 0.14% of the portfolio and ranks #69 among its holdings. This is a return to the name: Hyperion Partners previously reported a position in IVV as recently as Q1 2024.

Hyperion Partners first reported a position in IVV in Q4 2022 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2024. 3,208 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Hyperion Partners held 369 shares of iShares Core S&P 500 ETF worth $213K as of Q3 2024.
iShares Core S&P 500 ETF was a new Hyperion Partners position in Q3 2024.
iShares Core S&P 500 ETF made up 0.14% of Hyperion Partners's portfolio in Q3 2024, its #69 holding.
Hyperion Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
Hyperion Partners's iShares Core S&P 500 ETF position peaked at $1.25M in Q1 2024.
3,208 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.