MWA
IVV icon

MFA Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

MFA Wealth Advisors’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 		– Sell
-199
Closed -$115K – 226
2024
Q3 		$115K Sell
199
-20
-9% -$11.1K 0.03% 128
2024
Q2 		$120K Buy
+219
New +$115K 0.03% 125
2022
Q3 		– Sell
-1,140
Closed -$433K – 59
2022
Q2 		$433K Sell
1,140
-18,971
-94% -$7.8M 0.16% 48
2022
Q1 		$9.12M Buy
20,111
+8,085
+67% +$3.62M 2.91% 13
2021
Q4 		$5.74M Buy
+12,026
New +$5.54M 2.43% 15

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

MFA Wealth Advisors's IVV Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 199 shares — an estimated $115K sold.

MFA Wealth Advisors first reported a position in IVV in Q4 2021 and held it in 5 quarters. The position peaked at $9.12M in Q1 2022. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • MFA Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 199 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $115K.
  • MFA Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 5 quarters.
  • MFA Wealth Advisors's iShares Core S&P 500 ETF position peaked at $9.12M in Q1 2022.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.