Robbins Farley’s iShares Core S&P 500 ETF IVV Stock Holding History

Robbins Farley’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 Q1	–	Sell	-281	Closed	-$134K	–	170
2023 Q4	$134K	Hold	281	–	–	0.08%	65
2023 Q3	$121K	Hold	281	–	–	0.08%	65
2023 Q2	$125K	Hold	281	–	–	0.09%	62
2023 Q1	$116K	Hold	281	–	–	0.08%	63
2022 Q4	$108K	Hold	281	–	–	0.08%	59
2022 Q3	$101K	Hold	281	–	–	0.08%	64
2022 Q2	$107K	Hold	281	–	–	0.11%	48
2022 Q1	$127K	Hold	281	–	–	0.1%	58
2021 Q4	$134K	Hold	281	–	–	0.1%	50
2021 Q3	$121K	Buy	+281	New	+$125K	0.09%	56

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Robbins Farley's IVV Position: Q1 2024 in Review

Robbins Farley sold out of iShares Core S&P 500 ETF (IVV) in Q1 2024, closing a stake of 281 shares — an estimated $134K sold.

Robbins Farley first reported a position in IVV in Q3 2021 and held it in 10 quarters. The position peaked at $134K in Q4 2023. 3,081 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

Robbins Farley reported no remaining iShares Core S&P 500 ETF position as of Q1 2024 after selling out during the quarter.
Robbins Farley sold 281 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $134K.
Robbins Farley first reported a position in iShares Core S&P 500 ETF in Q3 2021 and held it in 10 quarters.
Robbins Farley's iShares Core S&P 500 ETF position peaked at $134K in Q4 2023.
3,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Robbins Farley's 13F filing for Q1 2024, filed 16 Apr 2024.