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Personal CFO Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Personal CFO Solutions’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
-7,091
Closed -$4.09M – 542
2024
Q3 		$4.09M Buy
7,091
+32
+0.5% +$17.8K 0.57% 36
2024
Q2 		$3.86M Buy
7,059
+181
+3% +$95.2K 0.59% 30
2024
Q1 		$3.62M Sell
6,878
-167
-2% -$83.6K 0.56% 38
2023
Q4 		$3.37M Buy
7,045
+537
+8% +$240K 0.58% 33
2023
Q3 		$2.79M Buy
6,508
+194
+3% +$86.8K 0.55% 34
2023
Q2 		$2.81M Sell
6,314
-318
-5% -$134K 0.57% 34
2023
Q1 		$2.73M Buy
6,632
+105
+2% +$42.1K 0.56% 35
2022
Q4 		$2.51M Sell
6,527
-1,617
-20% -$624K 0.53% 37
2022
Q3 		$2.92M Sell
8,144
-212
-3% -$84.7K 0.73% 32
2022
Q2 		$3.17M Buy
8,356
+65
+0.8% +$26.7K 0.74% 31
2022
Q1 		$3.76M Sell
8,291
-1,139
-12% -$509K 0.74% 27
2021
Q4 		$4.5M Sell
9,430
-130
-1% -$59.9K 0.84% 22
2021
Q3 		$4.12M Sell
9,560
-413
-4% -$183K 0.84% 23
2021
Q2 		$4.29M Sell
9,973
-259
-3% -$108K 0.88% 23
2021
Q1 		$4.07M Sell
10,232
-651
-6% -$252K 0.88% 24
2020
Q4 		$4.09M Buy
10,883
+348
+3% +$124K 1.01% 22
2020
Q3 		$4K Sell
10,535
-668
-6% -$222K 1.33% 18
2020
Q2 		$3.47M Sell
11,203
-224
-2% -$65.8K 1.03% 20
2020
Q1 		$2.95M Buy
11,427
+662
+6% +$203K 1.06% 20
2019
Q4 		$3.48M Buy
10,765
+1,132
+12% +$350K 1% 18
2019
Q3 		$2.85M Buy
+9,633
New +$2.86M 1.14% 16

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

Personal CFO Solutions's IVV Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 7,091 shares — an estimated $4.09M sold.

Personal CFO Solutions first reported a position in IVV in Q3 2019 and held it in 21 quarters. The position peaked at $4.5M in Q4 2021. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Personal CFO Solutions reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 7,091 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $4.09M.
  • Personal CFO Solutions first reported a position in iShares Core S&P 500 ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's iShares Core S&P 500 ETF position peaked at $4.5M in Q4 2021.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.