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

Kolinsky Wealth Management’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	$701K	Buy	1,191 +352	+42%	+$208K	0.43%	40
2024 Q3	$484K	Sell	839 -885	-51%	-$492K	0.31%	71
2024 Q2	$943K	Sell	1,724 -1,326	-43%	-$697K	0.68%	25
2024 Q1	$1.6M	Buy	3,050 +1,344	+79%	+$672K	1.23%	14
2023 Q4	$815K	Buy	1,706 +241	+16%	+$108K	0.72%	22
2023 Q3	$629K	Buy	1,465 +80	+6%	+$35.8K	0.62%	28
2023 Q2	$610K	Buy	+1,385	New	+$584K	0.58%	28
2022 Q2	–	Sell	-460	Closed	-$209K	–	134
2022 Q1	$209K	Buy	+460	New	+$206K	0.21%	128

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Kolinsky Wealth Management's IVV Position: Q4 2024 in Review

Kolinsky Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 42% in Q4 2024, buying an estimated $208K and bringing the position to 1,191 shares worth $701K. The position accounts for 0.43% of the portfolio, ranked #40.

Kolinsky Wealth Management first reported a position in IVV in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.6M in Q1 2024. 3,609 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Kolinsky Wealth Management held 1,191 shares of iShares Core S&P 500 ETF worth $701K as of Q4 2024.
Kolinsky Wealth Management bought 352 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $208K.
iShares Core S&P 500 ETF made up 0.43% of Kolinsky Wealth Management's portfolio in Q4 2024, its #40 holding.
Kolinsky Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 8 quarters since.
Kolinsky Wealth Management's iShares Core S&P 500 ETF position peaked at $1.6M in Q1 2024.
3,609 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.