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

Priebe Wealth Holdings’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	$482K	Hold	776	–	–	0.42%	39
2025 Q1	$436K	Buy	776 +13	+2%	+$7.68K	0.27%	44
2024 Q4	$449K	Sell	763 -3	-0.4%	-$1.78K	0.3%	40
2024 Q3	$442K	Hold	766	–	–	0.32%	35
2024 Q2	$419K	Sell	766 -10	-1%	-$5.26K	0.33%	33
2024 Q1	$408K	Sell	776 -436	-36%	-$218K	0.32%	32
2023 Q4	$579K	Buy	+1,212	New	+$542K	0.48%	31

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Priebe Wealth Holdings's IVV Position: Q2 2025 in Review

Priebe Wealth Holdings held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2025 at 776 shares worth $482K. The position accounts for 0.42% of the portfolio, ranked #39.

Priebe Wealth Holdings first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. The position peaked at $579K in Q4 2023. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

Priebe Wealth Holdings held 776 shares of iShares Core S&P 500 ETF worth $482K as of Q2 2025.
Priebe Wealth Holdings left its iShares Core S&P 500 ETF share count unchanged in Q2 2025.
iShares Core S&P 500 ETF made up 0.42% of Priebe Wealth Holdings's portfolio in Q2 2025, its #39 holding.
Priebe Wealth Holdings first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Priebe Wealth Holdings's iShares Core S&P 500 ETF position peaked at $579K in Q4 2023.
3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.