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

Naviter Wealth’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 Q4	–	Sell	-3,675	Closed	-$2.46M	–	280
2025 Q3	$2.46M	Hold	3,675	–	–	0.29%	88
2025 Q2	$2.28M	Sell	3,675 -406	-10%	-$233K	0.28%	96
2025 Q1	$2.28M	Buy	4,081 +352	+9%	+$208K	0.28%	96
2024 Q4	$2.2M	Hold	3,729	–	–	0.26%	103
2024 Q3	$2.15M	Hold	3,729	–	–	0.3%	90
2024 Q2	$2.04M	Buy	3,729 +13	+0.3%	+$6.84K	0.3%	91
2024 Q1	$1.95M	Sell	3,716 -170	-4%	-$85.1K	0.32%	86
2023 Q4	$1.86M	Buy	3,886 +2,900	+294%	+$1.3M	0.37%	72
2023 Q3	$425K	Sell	986 -26	-3%	-$11.6K	0.1%	177
2023 Q2	$451K	Buy	+1,012	New	+$426K	0.11%	181
2022 Q4	–	Sell	-2,000	Closed	-$717K	–	198
2022 Q3	$717K	Sell	2,000 -13	-0.6%	-$5.19K	0.29%	80
2022 Q2	$763K	Buy	2,013 +3	+0.1%	+$1.23K	0.31%	77
2022 Q1	$912K	Sell	2,010 -3,490	-63%	-$1.56M	0.3%	51
2021 Q4	$2.62M	Buy	+5,500	New	+$2.53M	0.78%	38

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Naviter Wealth's IVV Position: Q4 2025 in Review

Naviter Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 3,675 shares — an estimated $2.46M sold.

Naviter Wealth first reported a position in IVV in Q4 2021 and held it in 14 quarters. The position peaked at $2.62M in Q4 2021. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Naviter Wealth reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Naviter Wealth sold 3,675 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $2.46M.
Naviter Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 14 quarters.
Naviter Wealth's iShares Core S&P 500 ETF position peaked at $2.62M in Q4 2021.
4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Naviter Wealth's 13F filing for Q4 2025, filed 21 Jan 2026.