Sensible Financial Planning & Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sensible Financial Planning & 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
2024 Q4	–	Sell	-352	Closed	-$203K	–	39
2024 Q3	$203K	Buy	+352	New	+$196K	0.04%	53
2022 Q2	–	Sell	-446	Closed	-$202K	–	51
2022 Q1	$202K	Buy	+446	New	+$199K	0.05%	42
2021 Q3	–	Sell	-579	Closed	-$249K	–	45
2021 Q2	$249K	Buy	+579	New	+$243K	0.08%	42
2019 Q3	–	Sell	-708	Closed	-$209K	–	36
2019 Q2	$209K	Buy	+708	New	+$205K	0.09%	33
2016 Q4	–	Sell	-112	Closed	-$24K	–	48
2016 Q3	$24K	Buy	112 +1	+0.9%	+$218	0.02%	46
2016 Q2	$23K	Hold	111	–	–	0.02%	47
2016 Q1	$23K	Sell	111 -29	-21%	-$5.69K	0.02%	46
2015 Q4	$29K	Buy	140 +40	+40%	+$8.26K	0.02%	48
2015 Q3	$19K	Hold	100	–	–	0.01%	52
2015 Q2	$21K	Buy	+100	New	+$21.2K	0.02%	48

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Sensible Financial Planning & Management's IVV Position: Q4 2024 in Review

Sensible Financial Planning & Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 352 shares — an estimated $203K sold.

Sensible Financial Planning & Management first reported a position in IVV in Q2 2015 and held it in 10 quarters. The position peaked at $249K in Q2 2021. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Sensible Financial Planning & Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Sensible Financial Planning & Management sold 352 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $203K.
Sensible Financial Planning & Management first reported a position in iShares Core S&P 500 ETF in Q2 2015 and held it in 10 quarters.
Sensible Financial Planning & Management's iShares Core S&P 500 ETF position peaked at $249K in Q2 2021.
3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2024, filed 7 Feb 2025.