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O'Dell Group’s iShares Core S&P 500 ETF IVV Stock Holding History

O'Dell Group’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 		– Sell
-2,776
Closed -$1.63M – 62
2024
Q4 		$1.63M Buy
2,776
+5
+0.2% +$2.96K 0.37% 26
2024
Q3 		$1.6M Buy
2,771
+71
+3% +$39.5K 0.35% 25
2024
Q2 		$1.42M Hold
2,700
– – 0.35% 27
2024
Q1 		$1.42M Buy
2,700
+494
+22% +$247K 0.35% 27
2023
Q4 		$1.05M Buy
2,206
+9
+0.4% +$4.03K 0.28% 28
2023
Q3 		$943K Buy
2,197
+320
+17% +$143K 0.29% 27
2023
Q2 		$837K Sell
1,877
-250
-12% -$105K 0.24% 33
2023
Q1 		$874K Hold
2,127
– – 0.28% 26
2022
Q4 		$817K Buy
2,127
+12
+0.6% +$4.63K 0.29% 27
2022
Q3 		$759K Sell
2,115
-35
-2% -$14K 0.27% 24
2022
Q2 		$815K Buy
2,150
+27
+1% +$11.1K 0.29% 25
2022
Q1 		$963K Hold
2,123
– – 0.28% 26
2021
Q4 		$1.01M Hold
2,123
– – 0.3% 25
2021
Q3 		$915K Hold
2,123
– – 0.29% 28
2021
Q2 		$913K Buy
2,123
+361
+20% +$151K 0.29% 31
2021
Q1 		$701K Sell
1,762
-2
-0.1% -$774 0.25% 34
2020
Q4 		$662K Buy
+1,764
New +$628K 0.26% 33
2019
Q4 		– Sell
-1,776
Closed -$530K – 64
2019
Q3 		$530K Buy
+1,776
New +$528K 0.3% 31

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

O'Dell Group's IVV Position: Q1 2025 in Review

O'Dell Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 2,776 shares — an estimated $1.63M sold.

O'Dell Group first reported a position in IVV in Q3 2019 and held it in 18 quarters. The position peaked at $1.63M in Q4 2024. 3,570 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • O'Dell Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • O'Dell Group sold 2,776 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $1.63M.
  • O'Dell Group first reported a position in iShares Core S&P 500 ETF in Q3 2019 and held it in 18 quarters.
  • O'Dell Group's iShares Core S&P 500 ETF position peaked at $1.63M in Q4 2024.
  • 3,570 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on O'Dell Group's 13F filing for Q1 2025, filed 21 Apr 2025.