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Tilia Fiduciary Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Tilia Fiduciary 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
Q4 		– Sell
-361
Closed -$208K – 107
2024
Q3 		$208K Buy
+361
New +$201K 0.14% 101
2023
Q3 		– Sell
-168
Closed -$75K – 274
2023
Q2 		$75K Sell
168
-6
-3% -$2.53K 0.07% 163
2023
Q1 		$71.6K Hold
174
– – 0.07% 174
2022
Q4 		$66.9K Hold
174
– – 0.06% 175
2022
Q3 		$62K Sell
174
-12
-6% -$4.79K 0.06% 176
2022
Q2 		$71K Sell
186
-5
-3% -$2.06K 0.07% 167
2022
Q1 		$87K Hold
191
– – 0.07% 165
2021
Q4 		$91K Buy
+191
New +$88K 0.07% 165

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

Tilia Fiduciary Partners's IVV Position: Q4 2024 in Review

Tilia Fiduciary Partners sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 361 shares — an estimated $208K sold.

Tilia Fiduciary Partners first reported a position in IVV in Q4 2021 and held it in 8 quarters. The position peaked at $208K in Q3 2024. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Tilia Fiduciary Partners reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 361 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $208K.
  • Tilia Fiduciary Partners first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 8 quarters.
  • Tilia Fiduciary Partners's iShares Core S&P 500 ETF position peaked at $208K in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2024, filed 10 Jan 2025.