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Steward Partners Investment Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$210K Buy
400
+54
+16% +$27K 0.04% 244
2023
Q4 		$165K Buy
+346
New +$155K 0.07% 134

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Solutions's IVV Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 16% in Q1 2024, buying an estimated $27K and bringing the position to 400 shares worth $210K. The position accounts for 0.04% of the portfolio, ranked #244.

Steward Partners Investment Solutions first reported a position in IVV in Q4 2023 and has held it in 2 quarters since. 3,082 funds tracked by Wall St. Rank hold IVV as of Q1 2024.

  • Steward Partners Investment Solutions held 400 shares of iShares Core S&P 500 ETF worth $210K as of Q1 2024.
  • Steward Partners Investment Solutions bought 54 iShares Core S&P 500 ETF shares in Q1 2024, an estimated $27K.
  • iShares Core S&P 500 ETF made up 0.04% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #244 holding.
  • Steward Partners Investment Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 2 quarters since.
  • 3,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.