Taurus Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Taurus Asset 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
2025 Q1	$271K	Hold	483	–	–	0.03%	78
2024 Q4	$284K	Hold	483	–	–	0.03%	81
2024 Q3	$279K	Sell	483 -100	-17%	-$55.6K	0.03%	80
2024 Q2	$319K	Hold	583	–	–	0.03%	76
2024 Q1	$307K	Sell	583 -75	-11%	-$37.5K	0.03%	77
2023 Q4	$314K	Buy	658 +68	+12%	+$30.4K	0.03%	76
2023 Q3	$253K	Hold	590	–	–	0.03%	81
2023 Q2	$263K	Hold	590	–	–	0.03%	83
2023 Q1	$243K	Hold	590	–	–	0.03%	86
2022 Q4	$227K	Sell	590 -50	-8%	-$19.3K	0.03%	88
2022 Q3	$230K	Hold	640	–	–	0.03%	82
2022 Q2	$243K	Sell	640 -25	-4%	-$10.3K	0.03%	82
2022 Q1	$302K	Sell	665 -560	-46%	-$250K	0.03%	79
2021 Q4	$584K	Buy	1,225 +95	+8%	+$43.8K	0.06%	65
2021 Q3	$487K	Hold	1,130	–	–	0.05%	71
2021 Q2	$486K	Hold	1,130	–	–	0.05%	72
2021 Q1	$450K	Sell	1,130 -425	-27%	-$165K	0.05%	66
2020 Q4	$584K	Hold	1,555	–	–	0.07%	61
2020 Q3	$523K	Buy	+1,555	New	+$517K	0.06%	64

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

Taurus Asset Management's IVV Position: Q1 2025 in Review

Taurus Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2025 at 483 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #78.

Taurus Asset Management first reported a position in IVV in Q3 2020 and has held it in 19 quarters since. The position peaked at $584K in Q4 2021. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Taurus Asset Management held 483 shares of iShares Core S&P 500 ETF worth $271K as of Q1 2025.
Taurus Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2025.
iShares Core S&P 500 ETF made up 0.03% of Taurus Asset Management's portfolio in Q1 2025, its #78 holding.
Taurus Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 19 quarters since.
Taurus Asset Management's iShares Core S&P 500 ETF position peaked at $584K in Q4 2021.
3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Taurus Asset Management's 13F filing for Q1 2025, filed 13 May 2025.