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

IronOak Wealth’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 		$373K Buy
+634
New +$375K 0.42% 52

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

IronOak Wealth's IVV Position: Q4 2024 in Review

IronOak Wealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2024: 634 shares worth $373K. The stake represents 0.42% of the portfolio and ranks #52 among its holdings.

3,609 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • IronOak Wealth held 634 shares of iShares Core S&P 500 ETF worth $373K as of Q4 2024.
  • iShares Core S&P 500 ETF was a new IronOak Wealth position in Q4 2024.
  • iShares Core S&P 500 ETF made up 0.42% of IronOak Wealth's portfolio in Q4 2024, its #52 holding.
  • 3,609 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on IronOak Wealth's 13F filing for Q4 2024, filed 6 Mar 2025.