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Petredis Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Petredis Investment Advisors’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 		– Sell
-978
Closed -$550K – 106
2025
Q1 		$550K Hold
978
– – 0.06% 94
2024
Q4 		$576K Hold
978
– – 0.06% 90
2024
Q3 		$564K Buy
+978
New +$544K 0.06% 93

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Petredis Investment Advisors's IVV Position: Q2 2025 in Review

Petredis Investment Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 978 shares — an estimated $550K sold.

Petredis Investment Advisors first reported a position in IVV in Q3 2024 and held it in 3 quarters. The position peaked at $576K in Q4 2024. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Petredis Investment Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Petredis Investment Advisors sold 978 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $550K.
  • Petredis Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and held it in 3 quarters.
  • Petredis Investment Advisors's iShares Core S&P 500 ETF position peaked at $576K in Q4 2024.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Petredis Investment Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.