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Semmax Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Semmax Financial 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 		$200K Buy
313
+18
+6% +$10.3K 0.05% 136
2025
Q1 		$167K Hold
295
– – 0.05% 129
2024
Q4 		$181K Sell
295
-1
-0.3% -$592 0.05% 126
2024
Q3 		$178K Sell
296
-32
-10% -$17.8K 0.05% 123
2024
Q2 		$179K Sell
328
-32
-9% -$16.8K 0.05% 122
2024
Q1 		$189K Buy
360
+18
+5% +$9.01K 0.06% 117
2023
Q4 		$170K Buy
342
+46
+16% +$20.6K 0.06% 111
2023
Q3 		$131K Buy
+296
New +$132K 0.05% 103
2022
Q4 		$10K Hold
25
– – ﹤0.01% 168
2022
Q3 		$10K Buy
25
+9
+56% +$3.59K ﹤0.01% 161
2022
Q2 		$7K Hold
16
– – ﹤0.01% 175
2022
Q1 		$7K Hold
16
– – ﹤0.01% 200
2021
Q4 		$8K Hold
16
– – ﹤0.01% 189
2021
Q3 		$7K Hold
16
– – ﹤0.01% 186
2021
Q2 		$7K Sell
16
-138
-90% -$57.8K ﹤0.01% 185
2021
Q1 		$61K Buy
154
+138
+863% +$53.4K 0.02% 119
2020
Q4 		$6K Sell
16
-30
-65% -$10.7K ﹤0.01% 174
2020
Q3 		$15K Hold
46
– – 0.01% 143
2020
Q2 		$14K Sell
46
-95
-67% -$27.9K 0.01% 147
2020
Q1 		$36K Buy
141
+95
+207% +$29.1K 0.02% 118
2019
Q4 		$15K Sell
46
-13
-22% -$4.02K 0.01% 151
2019
Q3 		$18K Sell
59
-2
-3% -$594 0.01% 148
2019
Q2 		$18K Sell
61
-648
-91% -$188K 0.01% 152
2019
Q1 		$202K Buy
709
+144
+25% +$39.4K 0.14% 124
2018
Q4 		$142K Buy
+565
New +$153K 0.11% 129

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

Semmax Financial Advisors's IVV Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q2 2025, buying an estimated $10.3K and bringing the position to 313 shares worth $200K. The position accounts for 0.05% of the portfolio, ranked #136.

Semmax Financial Advisors first reported a position in IVV in Q4 2018 and has held it in 25 quarters since. The position peaked at $202K in Q1 2019. 3,616 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Semmax Financial Advisors held 313 shares of iShares Core S&P 500 ETF worth $200K as of Q2 2025.
  • Semmax Financial Advisors bought 18 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $10.3K.
  • iShares Core S&P 500 ETF made up 0.05% of Semmax Financial Advisors's portfolio in Q2 2025, its #136 holding.
  • Semmax Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's iShares Core S&P 500 ETF position peaked at $202K in Q1 2019.
  • 3,616 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.