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Red Cedar Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Red Cedar Investment Management’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
-15,130
Closed -$8.91M – 81
2024
Q4 		$8.91M Hold
15,130
– – 1.12% 13
2024
Q3 		$8.73M Sell
15,130
-1,457
-9% -$810K 1.11% 14
2024
Q2 		$9.08M Hold
16,587
– – 1.24% 13
2024
Q1 		$8.72M Buy
16,587
+844
+5% +$422K 1.09% 15
2023
Q4 		$7.52M Hold
15,743
– – 1.08% 14
2023
Q3 		$6.76M Buy
+15,743
New +$7.04M 1.03% 14
2023
Q1 		– Sell
-13,020
Closed -$5M – 82
2022
Q4 		$5M Hold
13,020
– – 0.79% 17
2022
Q3 		$4.67M Buy
13,020
+3,420
+36% +$1.37M 0.8% 19
2022
Q2 		$3.64M Sell
9,600
-816
-8% -$336K 0.6% 22
2022
Q1 		$4.73M Buy
10,416
+8,239
+378% +$3.68M 0.66% 20
2021
Q4 		$1.04M Buy
+2,177
New +$1M 0.12% 65
2021
Q2 		– Sell
-18,889
Closed -$7.51M – 83
2021
Q1 		$7.51M Sell
18,889
-7,308
-28% -$2.83M 0.97% 16
2020
Q4 		$9.83M Hold
26,197
– – 1.47% 11
2020
Q3 		$8.8M Buy
+26,197
New +$8.72M 1.61% 14

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Red Cedar Investment Management's IVV Position: Q1 2025 in Review

Red Cedar Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 15,130 shares — an estimated $8.91M sold.

Red Cedar Investment Management first reported a position in IVV in Q3 2020 and held it in 14 quarters. The position peaked at $9.83M in Q4 2020. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Red Cedar Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Red Cedar Investment Management sold 15,130 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $8.91M.
  • Red Cedar Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2020 and held it in 14 quarters.
  • Red Cedar Investment Management's iShares Core S&P 500 ETF position peaked at $9.83M in Q4 2020.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Red Cedar Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.