Leelyn Smith’s iShares Core S&P 500 ETF IVV Stock Holding History

Leelyn Smith’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	-395	Closed	-$228K	–	135
2024 Q3	$228K	Hold	395	–	–	0.04%	118
2024 Q2	$216K	Sell	395 -13	-3%	-$6.84K	0.04%	119
2024 Q1	$214K	Buy	+408	New	+$204K	0.04%	121
2023 Q4	–	Sell	-491	Closed	-$211K	–	124
2023 Q3	$211K	Buy	+491	New	+$220K	0.05%	109
2023 Q1	–	Sell	-606	Closed	-$233K	–	268
2022 Q4	$233K	Buy	606 +194	+47%	+$74.9K	0.06%	106
2022 Q3	$148K	Buy	+412	New	+$165K	0.05%	107
2021 Q2	–	Sell	-2,550	Closed	-$1.01M	–	368
2021 Q1	$1.01M	Sell	2,550 -5	-0.2%	-$1.94K	0.3%	76
2020 Q4	$959K	Sell	2,555 -289	-10%	-$103K	0.31%	77
2020 Q3	$956K	Sell	2,844 -13	-0.5%	-$4.33K	0.34%	72
2020 Q2	$885K	Sell	2,857 -104	-4%	-$30.5K	0.36%	70
2020 Q1	$765K	Sell	2,961 -2,854	-49%	-$875K	0.41%	63
2019 Q4	$1.88K	Buy	+5,815	New	+$1.8M	0.91%	20

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Leelyn Smith's IVV Position: Q4 2024 in Review

Leelyn Smith sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 395 shares — an estimated $228K sold.

Leelyn Smith first reported a position in IVV in Q4 2019 and held it in 12 quarters. The position peaked at $1.01M in Q1 2021. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Leelyn Smith reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Leelyn Smith sold 395 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $228K.
Leelyn Smith first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 12 quarters.
Leelyn Smith's iShares Core S&P 500 ETF position peaked at $1.01M in Q1 2021.
3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Leelyn Smith's 13F filing for Q4 2024, filed 10 Feb 2025.