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Mountain Pacific Investment Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Mountain Pacific Investment Advisers’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
-1,135
Closed -$655K – 139
2024
Q3 		$655K Hold
1,135
– – 0.04% 101
2024
Q2 		$621K Hold
1,135
– – 0.05% 97
2024
Q1 		$597K Hold
1,135
– – 0.03% 103
2023
Q4 		$542K Hold
1,135
– – 0.03% 103
2023
Q3 		$487K Hold
1,135
– – 0.03% 103
2023
Q2 		$506K Sell
1,135
-22
-2% -$9.27K 0.03% 99
2023
Q1 		$476K Hold
1,157
– – 0.03% 104
2022
Q4 		$445K Buy
1,157
+22
+2% +$8.49K 0.03% 104
2022
Q3 		$407K Hold
1,135
– – 0.03% 104
2022
Q2 		$430K Hold
1,135
– – 0.03% 105
2022
Q1 		$515K Sell
1,135
-30
-3% -$13.4K 0.03% 106
2021
Q4 		$556K Sell
1,165
-20
-2% -$9.22K 0.03% 104
2021
Q3 		$511K Hold
1,185
– – 0.03% 106
2021
Q2 		$509K Hold
1,185
– – 0.03% 105
2021
Q1 		$471K Hold
1,185
– – 0.03% 105
2020
Q4 		$445K Hold
1,185
– – 0.03% 102
2020
Q3 		$398K Hold
1,185
– – 0.03% 101
2020
Q2 		$367K Buy
1,185
+50
+4% +$14.7K 0.03% 103
2020
Q1 		$293K Sell
1,135
-15
-1% -$4.6K 0.03% 102
2019
Q4 		$372K Hold
1,150
– – 0.03% 106
2019
Q3 		$343K Hold
1,150
– – 0.03% 108
2019
Q2 		$339K Buy
1,150
+15
+1% +$4.35K 0.03% 105
2019
Q1 		$323K Hold
1,135
– – 0.03% 102
2018
Q4 		$286K Hold
1,135
– – 0.03% 99
2018
Q3 		$332K Hold
1,135
– – 0.03% 105
2018
Q2 		$310K Hold
1,135
– – 0.03% 102
2018
Q1 		$301K Buy
+1,135
New +$312K 0.03% 101

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

Mountain Pacific Investment Advisers's IVV Position: Q4 2024 in Review

Mountain Pacific Investment Advisers sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 1,135 shares — an estimated $655K sold.

Mountain Pacific Investment Advisers first reported a position in IVV in Q1 2018 and held it in 27 quarters. The position peaked at $655K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Mountain Pacific Investment Advisers reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Mountain Pacific Investment Advisers sold 1,135 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $655K.
  • Mountain Pacific Investment Advisers first reported a position in iShares Core S&P 500 ETF in Q1 2018 and held it in 27 quarters.
  • Mountain Pacific Investment Advisers's iShares Core S&P 500 ETF position peaked at $655K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Mountain Pacific Investment Advisers's 13F filing for Q4 2024, filed 16 Jan 2025.