SignalPoint Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

SignalPoint Asset 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	$347K	Hold	589	–	–	0.08%	178
2024 Q3	$338K	Hold	589	–	–	0.08%	195
2024 Q2	$322K	Buy	589 +54	+10%	+$28.4K	0.09%	190
2024 Q1	$281K	Hold	535	–	–	0.08%	194
2023 Q4	$255K	Hold	535	–	–	0.08%	189
2023 Q3	$230K	Hold	535	–	–	0.07%	194
2023 Q2	$238K	Buy	535 +6	+1%	+$2.53K	0.07%	189
2023 Q1	$217K	Hold	529	–	–	0.07%	199
2022 Q4	$203K	Buy	+529	New	+$204K	0.07%	207
2022 Q2	–	Sell	-481	Closed	-$218K	–	222
2022 Q1	$218K	Sell	481 -26	-5%	-$11.6K	0.07%	209
2021 Q4	$241K	Sell	507 -11	-2%	-$5.07K	0.07%	208
2021 Q3	$223K	Hold	518	–	–	0.07%	209
2021 Q2	$223K	Buy	+518	New	+$217K	0.07%	207

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

SignalPoint Asset Management's IVV Position: Q4 2024 in Review

SignalPoint Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2024 at 589 shares worth $347K. The position accounts for 0.08% of the portfolio, ranked #178.

SignalPoint Asset Management first reported a position in IVV in Q2 2021 and has held it in 13 quarters since. 3,609 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

SignalPoint Asset Management held 589 shares of iShares Core S&P 500 ETF worth $347K as of Q4 2024.
SignalPoint Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q4 2024.
iShares Core S&P 500 ETF made up 0.08% of SignalPoint Asset Management's portfolio in Q4 2024, its #178 holding.
SignalPoint Asset Management first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 13 quarters since.
3,609 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.