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

Schechter 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
Q1 		$3.35M Buy
5,967
+3,042
+104% +$1.8M 0.28% 73
2024
Q4 		$1.72M Buy
2,925
+99
+4% +$58.6K 0.13% 148
2024
Q3 		$1.63M Sell
2,826
-81
-3% -$45K 0.12% 163
2024
Q2 		$1.59M Sell
2,907
-7
-0.2% -$3.68K 0.12% 162
2024
Q1 		$1.53M Sell
2,914
-514
-15% -$257K 0.11% 170
2023
Q4 		$1.64M Buy
3,428
+40
+1% +$17.9K 0.14% 140
2023
Q3 		$1.45M Buy
3,388
+687
+25% +$307K 0.14% 150
2023
Q2 		$1.2M Hold
2,701
– – 0.11% 215
2023
Q1 		$1.11M Sell
2,701
-148
-5% -$59.3K 0.1% 229
2022
Q4 		$1.09M Buy
2,849
+340
+14% +$131K 0.1% 264
2022
Q3 		$900K Sell
2,509
-24
-0.9% -$9.58K 0.09% 317
2022
Q2 		$961K Buy
2,533
+137
+6% +$56.4K 0.09% 298
2022
Q1 		$1.09M Sell
2,396
-263
-10% -$118K 0.1% 276
2021
Q4 		$1.27M Buy
+2,659
New +$1.23M 0.11% 229

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

Schechter Investment Advisors's IVV Position: Q1 2025 in Review

Schechter Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 104% in Q1 2025, buying an estimated $1.8M and bringing the position to 5,967 shares worth $3.35M. The position accounts for 0.28% of the portfolio, ranked #73.

Schechter Investment Advisors first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Schechter Investment Advisors held 5,967 shares of iShares Core S&P 500 ETF worth $3.35M as of Q1 2025.
  • Schechter Investment Advisors bought 3,042 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $1.8M.
  • iShares Core S&P 500 ETF made up 0.28% of Schechter Investment Advisors's portfolio in Q1 2025, its #73 holding.
  • Schechter Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • 3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.