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Kesler Norman & Wride’s iShares Core S&P 500 ETF IVV Stock Holding History

Kesler Norman & Wride’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 		– Sell
-705
Closed -$407K – 233
2024
Q3 		$407K Hold
705
– – 0.08% 188
2024
Q2 		$386K Hold
705
– – 0.08% 150
2024
Q1 		$371K Hold
705
– – 0.08% 136
2023
Q4 		$337K Buy
+705
New +$316K 0.08% 139

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

Kesler Norman & Wride's IVV Position: Q4 2024 in Review

Kesler Norman & Wride sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 705 shares — an estimated $407K sold.

Kesler Norman & Wride first reported a position in IVV in Q4 2023 and held it in 4 quarters. The position peaked at $407K in Q3 2024. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Kesler Norman & Wride reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Kesler Norman & Wride sold 705 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $407K.
  • Kesler Norman & Wride first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 4 quarters.
  • Kesler Norman & Wride's iShares Core S&P 500 ETF position peaked at $407K in Q3 2024.
  • 3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Kesler Norman & Wride's 13F filing for Q4 2024, filed 12 Feb 2025.