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Kathleen S. Wright Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Kathleen S. Wright Associates’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
Q3 		$3.03M Sell
4,520
-38
-0.8% -$24.5K 1.12% 21
2025
Q2 		$2.83M Buy
4,558
+3
+0.1% +$1.72K 1.1% 22
2025
Q1 		$2.56M Sell
4,555
-111
-2% -$65.5K 1.06% 24
2024
Q4 		$2.75M Buy
4,666
+97
+2% +$57.4K 1.14% 21
2024
Q3 		$2.64M Sell
4,569
-58
-1% -$32.2K 1.09% 21
2024
Q2 		$2.53M Sell
4,627
-117
-2% -$61.5K 1.16% 22
2024
Q1 		$2.49M Buy
4,744
+30
+0.6% +$15K 1.18% 21
2023
Q4 		$2.25M Buy
4,714
+207
+5% +$92.7K 1.15% 20
2023
Q3 		$1.94M Buy
4,507
+2
+0% +$895 1.08% 24
2023
Q2 		$2.01M Sell
4,505
-52
-1% -$21.9K 1.28% 21
2023
Q1 		$1.87M Buy
4,557
+59
+1% +$23.7K 1.23% 23
2022
Q4 		$1.73M Sell
4,498
-25
-0.6% -$9.65K 1.17% 25
2022
Q3 		$1.62M Buy
4,523
+25
+0.6% +$9.98K 1.32% 23
2022
Q2 		$1.71M Buy
4,498
+477
+12% +$196K 1.43% 23
2022
Q1 		$1.82M Buy
4,021
+388
+11% +$174K 1.33% 22
2021
Q4 		$1.73M Buy
+3,633
New +$1.67M 1.28% 23

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Kathleen S. Wright Associates's IVV Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.83% in Q3 2025, selling an estimated $24.5K and leaving 4,520 shares worth $3.03M. The position accounts for 1.12% of the portfolio, ranked #21.

Kathleen S. Wright Associates first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Kathleen S. Wright Associates held 4,520 shares of iShares Core S&P 500 ETF worth $3.03M as of Q3 2025.
  • Kathleen S. Wright Associates sold 38 iShares Core S&P 500 ETF shares in Q3 2025, an estimated $24.5K.
  • iShares Core S&P 500 ETF made up 1.12% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #21 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.