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Michael A Dubis Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Michael A Dubis Financial Planning’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
2025
Q1 		$639K Hold
1,137
– – 0.62% 27
2024
Q4 		$669K Buy
+1,137
New +$673K 0.65% 26

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Michael A Dubis Financial Planning's IVV Position: Q1 2025 in Review

Michael A Dubis Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2025 at 1,137 shares worth $639K. The position accounts for 0.62% of the portfolio, ranked #27.

Michael A Dubis Financial Planning first reported a position in IVV in Q4 2024 and has held it in 2 quarters since. The position peaked at $669K in Q4 2024. 3,569 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Michael A Dubis Financial Planning held 1,137 shares of iShares Core S&P 500 ETF worth $639K as of Q1 2025.
  • Michael A Dubis Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q1 2025.
  • iShares Core S&P 500 ETF made up 0.62% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #27 holding.
  • Michael A Dubis Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • Michael A Dubis Financial Planning's iShares Core S&P 500 ETF position peaked at $669K in Q4 2024.
  • 3,569 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.