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

Madison Wealth Management’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
2023 Q3	$3.29M	Sell	7,657 -132	-2%	-$59K	0.69%	47
2023 Q2	$3.47M	Buy	7,789 +11	+0.1%	+$4.64K	0.7%	43
2023 Q1	$3.2M	Sell	7,778 -27	-0.3%	-$10.8K	0.69%	45
2022 Q4	$3M	Hold	7,805	–	–	0.68%	48
2022 Q3	$2.8M	Sell	7,805 -115	-1%	-$45.9K	0.69%	46
2022 Q2	$3M	Sell	7,920 -177	-2%	-$72.8K	0.73%	43
2022 Q1	$3.67M	Buy	8,097 +117	+1%	+$52.3K	0.77%	37
2021 Q4	$3.81M	Sell	7,980 -107	-1%	-$49.3K	0.76%	38
2021 Q3	$3.48M	Sell	8,087 -48	-0.6%	-$21.3K	0.76%	36
2021 Q2	$3.5M	Sell	8,135 -17	-0.2%	-$7.12K	0.77%	35
2021 Q1	$3.24M	Sell	8,152 -110	-1%	-$42.6K	0.79%	34
2020 Q4	$3.1M	Sell	8,262 -216	-3%	-$76.9K	0.82%	38
2020 Q3	$2.85M	Sell	8,478 -24	-0.3%	-$7.99K	0.85%	34
2020 Q2	$2.63M	Buy	8,502 +30	+0.4%	+$8.81K	0.87%	33
2020 Q1	$2.19M	Sell	8,472 -4,589	-35%	-$1.41M	0.88%	33
2019 Q4	$4.22M	Buy	+13,061	New	+$4.04M	1.21%	26

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Madison Wealth Management's IVV Position: Q3 2023 in Review

Madison Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q3 2023, selling an estimated $59K and leaving 7,657 shares worth $3.29M. The position accounts for 0.69% of the portfolio, ranked #47.

Madison Wealth Management first reported a position in IVV in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.22M in Q4 2019. 2,742 funds tracked by Wall St. Rank hold IVV as of Q3 2023.

Madison Wealth Management held 7,657 shares of iShares Core S&P 500 ETF worth $3.29M as of Q3 2023.
Madison Wealth Management sold 132 iShares Core S&P 500 ETF shares in Q3 2023, an estimated $59K.
iShares Core S&P 500 ETF made up 0.69% of Madison Wealth Management's portfolio in Q3 2023, its #47 holding.
Madison Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 16 quarters since.
Madison Wealth Management's iShares Core S&P 500 ETF position peaked at $4.22M in Q4 2019.
2,742 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.