Money Design’s iShares Core S&P 500 ETF IVV Stock Holding History

Money Design’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 Q2	$11.3M	Sell	18,161 -613	-3%	-$352K	0.53%	35
2025 Q1	$10.5M	Buy	18,774 +51	+0.3%	+$30.1K	0.53%	37
2024 Q4	$11.1M	Buy	18,723 +1,243	+7%	+$736K	0.57%	36
2024 Q3	$10.1M	Sell	17,480 -31	-0.2%	-$17.2K	0.5%	36
2024 Q2	$9.58M	Sell	17,511 -122	-0.7%	-$64.2K	0.52%	35
2024 Q1	$9.27M	Buy	17,633 +1,525	+9%	+$763K	0.5%	39
2023 Q4	$7.69M	Buy	16,108 +188	+1%	+$84.1K	0.43%	44
2023 Q3	$6.84M	Buy	15,920 +401	+3%	+$179K	0.42%	51
2023 Q2	$6.92M	Sell	15,519 -743	-5%	-$313K	0.41%	57
2023 Q1	$6.68M	Buy	16,262 +855	+6%	+$343K	0.39%	60
2022 Q4	$5.92M	Buy	15,407 +1,729	+13%	+$667K	0.37%	69
2022 Q3	$4.91M	Sell	13,678 -545	-4%	-$218K	0.35%	62
2022 Q2	$5.39M	Buy	14,223 +349	+3%	+$144K	0.4%	64
2022 Q1	$6.29M	Sell	13,874 -367	-3%	-$164K	0.43%	54
2021 Q4	$6.81M	Buy	14,241 +6,140	+76%	+$2.83M	0.46%	51
2021 Q3	$3.49M	Buy	+8,101	New	+$3.59M	0.29%	44
2020 Q4	–	Sell	-851	Closed	-$286K	–	52
2020 Q3	$286K	Buy	851 +199	+31%	+$66.2K	0.03%	50
2020 Q2	$202K	Buy	652 +113	+21%	+$33.2K	0.03%	57
2020 Q1	$139K	Buy	+539	New	+$165K	0.02%	55

Other funds holding IVV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Money Design's IVV Position: Q2 2025 in Review

Money Design reduced its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2025, selling an estimated $352K and leaving 18,161 shares worth $11.3M. The position accounts for 0.53% of the portfolio, ranked #35.

Money Design first reported a position in IVV in Q1 2020 and has held it in 19 quarters since. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Money Design held 18,161 shares of iShares Core S&P 500 ETF worth $11.3M as of Q2 2025.
Money Design sold 613 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $352K.
iShares Core S&P 500 ETF made up 0.53% of Money Design's portfolio in Q2 2025, its #35 holding.
Money Design first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 19 quarters since.
3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.