KIA
IVV icon

KLR Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

KLR Investment Advisors’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
Q1 		$1.13M Sell
2,247
-402
-15% -$201K 0.82% 23
2023
Q4 		$1.27M Buy
+2,649
New +$1.19M 0.91% 24

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KLR Investment Advisors's IVV Position: Q1 2024 in Review

KLR Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 15% in Q1 2024, selling an estimated $201K and leaving 2,247 shares worth $1.13M. The position accounts for 0.82% of the portfolio, ranked #23.

KLR Investment Advisors first reported a position in IVV in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.27M in Q4 2023. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • KLR Investment Advisors held 2,247 shares of iShares Core S&P 500 ETF worth $1.13M as of Q1 2024.
  • KLR Investment Advisors sold 402 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $201K.
  • iShares Core S&P 500 ETF made up 0.82% of KLR Investment Advisors's portfolio in Q1 2024, its #23 holding.
  • KLR Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 2 quarters since.
  • KLR Investment Advisors's iShares Core S&P 500 ETF position peaked at $1.27M in Q4 2023.
  • 3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.