Spectrum Wealth Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Spectrum Wealth Counsel's IVV Position: Q1 2025 in Review
Spectrum Wealth Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2025, buying an estimated $1.87M and bringing the position to 142,740 shares worth $80.2M. The position accounts for 9.63% of the portfolio, ranked #2.
Spectrum Wealth Counsel first reported a position in IVV in Q4 2023 and has held it in 6 quarters since. The position peaked at $88M in Q1 2024. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.
- Spectrum Wealth Counsel held 142,740 shares of iShares Core S&P 500 ETF worth $80.2M as of Q1 2025.
- Spectrum Wealth Counsel bought 3,163 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $1.87M.
- iShares Core S&P 500 ETF made up 9.63% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #2 holding.
- Spectrum Wealth Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's iShares Core S&P 500 ETF position peaked at $88M in Q1 2024.
- 3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.