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Sugarloaf Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sugarloaf Wealth 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 		$1.78M Sell
3,032
-36
-1% -$21.3K 0.34% 38
2024
Q3 		$1.77M Sell
3,068
-50
-2% -$27.8K 0.33% 39
2024
Q2 		$1.71M Buy
3,118
+78
+3% +$41K 0.35% 39
2024
Q1 		$1.6M Buy
3,040
+467
+18% +$234K 0.33% 39
2023
Q4 		$1.23M Sell
2,573
-74
-3% -$33.1K 0.3% 45
2023
Q3 		$1.14M Hold
2,647
– – 0.29% 49
2023
Q2 		$1.18M Buy
2,647
+102
+4% +$43K 0.28% 48
2023
Q1 		$1.05M Buy
2,545
+7
+0.3% +$2.81K 0.26% 48
2022
Q4 		$975K Sell
2,538
-198
-7% -$76.4K 0.24% 47
2022
Q3 		$982K Buy
2,736
+36
+1% +$14.4K 0.25% 50
2022
Q2 		$1.02M Buy
2,700
+232
+9% +$95.4K 0.26% 46
2022
Q1 		$1.12M Sell
2,468
-95
-4% -$42.5K 0.27% 42
2021
Q4 		$1.22M Sell
2,563
-336
-12% -$155K 0.29% 41
2021
Q3 		$1.25M Sell
2,899
-12
-0.4% -$5.32K 0.33% 41
2021
Q2 		$1.25M Sell
2,911
-10,388
-78% -$4.35M 0.34% 40
2021
Q1 		$1.29K Buy
13,299
+9,012
+210% +$3.49M 0.39% 37
2020
Q4 		$1.61M Sell
4,287
-1,546
-27% -$550K 0.54% 30
2020
Q3 		$1.96M Sell
5,833
-1,811
-24% -$603K 0.71% 22
2020
Q2 		$2.37M Sell
7,644
-1,248
-14% -$366K 0.91% 17
2020
Q1 		$2.3M Buy
8,892
+880
+11% +$270K 1.03% 15
2019
Q4 		$2.59M Buy
+8,012
New +$2.48M 1.1% 18

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sugarloaf Wealth Management's IVV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q4 2024, selling an estimated $21.3K and leaving 3,032 shares worth $1.78M. The position accounts for 0.34% of the portfolio, ranked #38.

Sugarloaf Wealth Management first reported a position in IVV in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.59M in Q4 2019. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Sugarloaf Wealth Management held 3,032 shares of iShares Core S&P 500 ETF worth $1.78M as of Q4 2024.
  • Sugarloaf Wealth Management sold 36 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $21.3K.
  • iShares Core S&P 500 ETF made up 0.34% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #38 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core S&P 500 ETF position peaked at $2.59M in Q4 2019.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.