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 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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Levy Wealth Management Group's IVV Position: Q2 2024 in Review

Levy Wealth Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 34% in Q2 2024, buying an estimated $118K and bringing the position to 889 shares worth $486K. The position accounts for 0.12% of the portfolio, ranked #61.

Levy Wealth Management Group first reported a position in IVV in Q4 2021 and has held it in 9 quarters since. 3,121 funds tracked by Wall St. Rank hold IVV as of Q2 2024.

Levy Wealth Management Group held 889 shares of iShares Core S&P 500 ETF worth $486K as of Q2 2024.
Levy Wealth Management Group bought 224 iShares Core S&P 500 ETF shares in Q2 2024, an estimated $118K.
iShares Core S&P 500 ETF made up 0.12% of Levy Wealth Management Group's portfolio in Q2 2024, its #61 holding.
Levy Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 9 quarters since.
3,121 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.