Studio Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Studio Investment 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	–	Sell	-269	Closed	-$155K	–	336
2024 Q3	$155K	Buy	+269	New	+$150K	0.03%	164
2023 Q3	–	Sell	-85	Closed	-$38K	–	230
2023 Q2	$37.9K	Hold	85	–	–	0.01%	177
2023 Q1	$34.9K	Hold	85	–	–	0.01%	162
2022 Q4	$32.7K	Buy	+85	New	+$32.8K	0.01%	142
2022 Q3	–	Sell	-151	Closed	-$57K	–	184
2022 Q2	$57K	Buy	+151	New	+$62.1K	0.02%	139

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Studio Investment Management's IVV Position: Q4 2024 in Review

Studio Investment Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 269 shares — an estimated $155K sold.

Studio Investment Management first reported a position in IVV in Q2 2022 and held it in 5 quarters. The position peaked at $155K in Q3 2024. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

Studio Investment Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
Studio Investment Management sold 269 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $155K.
Studio Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and held it in 5 quarters.
Studio Investment Management's iShares Core S&P 500 ETF position peaked at $155K in Q3 2024.
3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Studio Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.