LWMG
IVV icon

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

Levy Wealth Management Group’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
Q2 		$486K Buy
889
+224
+34% +$118K 0.12% 61
2024
Q1 		$318K Hold
665
– – 0.09% 73
2023
Q4 		$318K Buy
665
+4
+0.6% +$1.79K 0.09% 73
2023
Q3 		$284K Hold
661
– – 0.09% 87
2023
Q2 		$295K Buy
661
+2
+0.3% +$843 0.09% 87
2023
Q1 		$271K Buy
659
+2
+0.3% +$802 0.08% 89
2022
Q4 		$253K Buy
+657
New +$254K 0.08% 78
2022
Q2 		– Sell
-450
Closed -$204K – 74
2022
Q1 		$204K Buy
450
+1
+0.2% +$447 0.08% 70
2021
Q4 		$214K Buy
+449
New +$207K 0.1% 74

Other funds holding IVV

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return