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

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sweet Financial Partners's IVV Position: Q3 2024 in Review

Sweet Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q3 2024, buying an estimated $4.45K and bringing the position to 3,058 shares worth $1.76M. The position accounts for 0.38% of the portfolio, ranked #58.

Sweet Financial Partners first reported a position in IVV in Q2 2022 and has held it in 10 quarters since. 3,208 funds tracked by Wall St. Rank hold IVV as of Q3 2024.

Sweet Financial Partners held 3,058 shares of iShares Core S&P 500 ETF worth $1.76M as of Q3 2024.
Sweet Financial Partners bought 8 iShares Core S&P 500 ETF shares in Q3 2024, an estimated $4.45K.
iShares Core S&P 500 ETF made up 0.38% of Sweet Financial Partners's portfolio in Q3 2024, its #58 holding.
Sweet Financial Partners first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 10 quarters since.
3,208 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.