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Maxwell Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Maxwell Wealth Strategies’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 		$34.4M Buy
58,378
+16,541
+40% +$9.79M 14.03% 1
2024
Q3 		$24.2M Buy
41,837
+6,321
+18% +$3.51M 10.3% 1
2024
Q2 		$19.4M Sell
35,516
-1,009
-3% -$531K 9.52% 1
2024
Q1 		$19.2M Sell
36,525
-2,029
-5% -$1.02M 9.72% 1
2023
Q4 		$18.4M Buy
+38,554
New +$17.3M 12.03% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maxwell Wealth Strategies's IVV Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 40% in Q4 2024, buying an estimated $9.79M and bringing the position to 58,378 shares worth $34.4M. The position accounts for 14.03% of the portfolio, ranked #1.

Maxwell Wealth Strategies first reported a position in IVV in Q4 2023 and has held it in 5 quarters since. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Maxwell Wealth Strategies held 58,378 shares of iShares Core S&P 500 ETF worth $34.4M as of Q4 2024.
  • Maxwell Wealth Strategies bought 16,541 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $9.79M.
  • iShares Core S&P 500 ETF made up 14.03% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #1 holding.
  • Maxwell Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.