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LeRoy C. Kopp’s iShares Core S&P 500 ETF IVV Stock Holding History

LeRoy C. Kopp’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 		$104K Buy
+197
New +$98.6K 0.06% 15

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

LeRoy C. Kopp's IVV Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2024: 197 shares worth $104K. The stake represents 0.06% of the portfolio and ranks #15 among its holdings.

3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • LeRoy C. Kopp held 197 shares of iShares Core S&P 500 ETF worth $104K as of Q1 2024.
  • iShares Core S&P 500 ETF was a new LeRoy C. Kopp position in Q1 2024.
  • iShares Core S&P 500 ETF made up 0.06% of LeRoy C. Kopp's portfolio in Q1 2024, its #15 holding.
  • 3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.