Kraft Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-839
Closed -$500K 48
2024
Q4
$500K Hold
839
0.39% 31
2024
Q3
$484K Hold
839
0.38% 27
2024
Q2
$459K Sell
839
-33
-4% -$17.4K 0.39% 27
2024
Q1
$459K Sell
872
-270
-24% -$135K 0.37% 28
2023
Q4
$545K Buy
+1,142
New +$511K 0.46% 22

Other funds holding IVV

Kraft Asset Management's IVV Position: Q1 2025 in Review

Kraft Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 839 shares — an estimated $500K sold.

Kraft Asset Management first reported a position in IVV in Q4 2023 and held it in 5 quarters. The position peaked at $545K in Q4 2023. 3,569 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Kraft Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Kraft Asset Management sold 839 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $500K.
  • Kraft Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 5 quarters.
  • Kraft Asset Management's iShares Core S&P 500 ETF position peaked at $545K in Q4 2023.
  • 3,569 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Kraft Asset Management's 13F filing for Q1 2025, filed 21 Apr 2025.