SFP
IVV icon

Sweet Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Sweet Financial Partners’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
Q3 		$1.76M Buy
3,058
+8
+0.3% +$4.45K 0.38% 58
2024
Q2 		$1.67M Buy
3,050
+8
+0.3% +$4.21K 0.38% 57
2024
Q1 		$1.6M Buy
3,042
+9
+0.3% +$4.5K 0.37% 61
2023
Q4 		$1.45M Buy
3,033
+20
+0.7% +$8.95K 0.34% 62
2023
Q3 		$1.29M Hold
3,013
– – 0.34% 63
2023
Q2 		$1.34M Buy
3,013
+9
+0.3% +$3.79K 0.35% 62
2023
Q1 		$1.23M Buy
3,004
+11
+0.4% +$4.41K 0.34% 55
2022
Q4 		$1.15M Buy
2,993
+13
+0.4% +$5.02K 0.34% 48
2022
Q3 		$1.07M Buy
2,980
+14
+0.5% +$5.59K 0.34% 42
2022
Q2 		$1.13M Buy
+2,966
New +$1.22M 0.35% 37

Other funds holding IVV

BlackRock
BlackRock New York $5.7T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $93.4B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return