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Uncommon Cents Investing’s iShares Core S&P 500 ETF IVV Stock Holding History

Uncommon Cents Investing’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
-64
Closed -$36.9K – 309
2024
Q3 		$36.9K Buy
+64
New +$35.6K 0.01% 270
2023
Q3 		– Sell
-549
Closed -$245K – 173
2023
Q2 		$245K Hold
549
– – 0.09% 152
2023
Q1 		$226K Hold
549
– – 0.08% 152
2022
Q4 		$211K Buy
+549
New +$212K 0.08% 148
2022
Q3 		– Sell
-549
Closed -$208K – 149
2022
Q2 		$208K Hold
549
– – 0.08% 141
2022
Q1 		$249K Buy
+549
New +$246K 0.09% 138

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 $1.88B AUM 29.07% 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

Uncommon Cents Investing's IVV Position: Q4 2024 in Review

Uncommon Cents Investing sold out of iShares Core S&P 500 ETF (IVV) in Q4 2024, closing a stake of 64 shares — an estimated $36.9K sold.

Uncommon Cents Investing first reported a position in IVV in Q1 2022 and held it in 6 quarters. The position peaked at $249K in Q1 2022. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Uncommon Cents Investing reported no remaining iShares Core S&P 500 ETF position as of Q4 2024 after selling out during the quarter.
  • Uncommon Cents Investing sold 64 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $36.9K.
  • Uncommon Cents Investing first reported a position in iShares Core S&P 500 ETF in Q1 2022 and held it in 6 quarters.
  • Uncommon Cents Investing's iShares Core S&P 500 ETF position peaked at $249K in Q1 2022.
  • 3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Uncommon Cents Investing's 13F filing for Q4 2024, filed 16 Jan 2025.