Stuart Chaussee & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-282	Closed	-$189K	–	68
2025 Q3	$189K	Hold	282	–	–	0.04%	49
2025 Q2	$175K	Hold	282	–	–	0.04%	46
2025 Q1	$159K	Hold	282	–	–	0.04%	42
2024 Q4	$166K	Hold	282	–	–	0.04%	38
2024 Q3	$163K	Hold	282	–	–	0.04%	35
2024 Q2	$154K	Buy	282 +233	+476%	+$123K	0.04%	34
2024 Q1	$25.8K	Hold	49	–	–	0.01%	93
2023 Q4	$23.4K	Buy	+49	New	+$21.9K	0.01%	87
2020 Q1	–	Sell	-64	Closed	-$21K	–	95
2019 Q4	$21K	Buy	+64	New	+$19.8K	0.01%	58
2018 Q4	–	Sell	-238	Closed	-$70K	–	122
2018 Q3	$70K	Hold	238	–	–	0.04%	42
2018 Q2	$65K	Buy	+238	New	+$64.7K	0.04%	42
2017 Q1	–	Sell	-86,259	Closed	-$19.4M	–	80
2016 Q4	$19.4M	Buy	+86,259	New	+$19M	15.03%	2

Other funds holding IVV

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Stuart Chaussee & Associates's IVV Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 282 shares — an estimated $189K sold.

Stuart Chaussee & Associates first reported a position in IVV in Q4 2016 and held it in 12 quarters. The position peaked at $19.4M in Q4 2016. 4,010 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Stuart Chaussee & Associates reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 282 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $189K.
Stuart Chaussee & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2016 and held it in 12 quarters.
Stuart Chaussee & Associates's iShares Core S&P 500 ETF position peaked at $19.4M in Q4 2016.
4,010 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.