Southern Style Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

Southern Style Financial’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	$40.5M	Buy	+68,779	New	+$40.7M	32.79%	1

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Southern Style Financial's IVV Position: Q4 2024 in Review

Southern Style Financial opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2024: 68,779 shares worth $40.5M. The stake represents 32.79% of the portfolio and ranks #1 among its holdings.

3,612 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Southern Style Financial held 68,779 shares of iShares Core S&P 500 ETF worth $40.5M as of Q4 2024.
iShares Core S&P 500 ETF was a new Southern Style Financial position in Q4 2024.
iShares Core S&P 500 ETF made up 32.79% of Southern Style Financial's portfolio in Q4 2024, its #1 holding.
3,612 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Southern Style Financial's 13F filing for Q4 2024, filed 23 Jan 2025.