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

Sheaff Brock 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	$1.39M	Buy	2,482 +988	+66%	+$583K	0.13%	138
2024 Q4	$880K	Buy	1,494 +832	+126%	+$492K	0.08%	179
2024 Q3	$382K	Buy	662 +63	+11%	+$35K	0.03%	297
2024 Q2	$328K	Buy	599 +132	+28%	+$69.4K	0.03%	314
2024 Q1	$246K	Sell	467 -36	-7%	-$18K	0.02%	400
2023 Q4	$240K	Buy	+503	New	+$225K	0.02%	382
2023 Q3	–	Sell	-529	Closed	-$236K	–	477
2023 Q2	$236K	Hold	529	–	–	0.02%	394
2023 Q1	$217K	Hold	529	–	–	0.02%	415
2022 Q4	$203K	Sell	529 -176	-25%	-$67.9K	0.02%	413
2022 Q3	$253K	Buy	705 +64	+10%	+$25.6K	0.03%	370
2022 Q2	$243K	Hold	641	–	–	0.02%	383
2022 Q1	$290K	Buy	641 +24	+4%	+$10.7K	0.02%	383
2021 Q4	$294K	Hold	617	–	–	0.02%	388
2021 Q3	$266K	Buy	617 +14	+2%	+$6.2K	0.02%	411
2021 Q2	$259K	Buy	+603	New	+$253K	0.02%	403
2021 Q1	–	Sell	-531	Closed	-$200K	–	511
2020 Q4	$200K	Buy	+531	New	+$189K	0.02%	428
2017 Q4	–	Sell	-978	Closed	-$247K	–	545
2017 Q3	$247K	Buy	978 +18	+2%	+$4.47K	0.03%	410
2017 Q2	$234K	Buy	+960	New	+$232K	0.03%	461

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Sheaff Brock Investment Advisors's IVV Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q1 2025, buying an estimated $583K and bringing the position to 2,482 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #138.

Sheaff Brock Investment Advisors first reported a position in IVV in Q2 2017 and has held it in 18 quarters since. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Sheaff Brock Investment Advisors held 2,482 shares of iShares Core S&P 500 ETF worth $1.39M as of Q1 2025.
Sheaff Brock Investment Advisors bought 988 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $583K.
iShares Core S&P 500 ETF made up 0.13% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #138 holding.
Sheaff Brock Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 18 quarters since.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.