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US Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

US Financial Advisors’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 		$31.2M Sell
55,534
-131
-0.2% -$77.4K 9.22% 2
2024
Q4 		$32.8M Buy
55,665
+1,369
+3% +$810K 10.08% 2
2024
Q3 		$31.3M Buy
54,296
+1,108
+2% +$616K 9.75% 2
2024
Q2 		$29.1M Sell
53,188
-3,646
-6% -$1.92M 9.76% 2
2024
Q1 		$29.9M Buy
56,834
+742
+1% +$371K 10.35% 2
2023
Q4 		$26.8M Buy
56,092
+1,325
+2% +$593K 9.98% 2
2023
Q3 		$23.5M Buy
54,767
+1,662
+3% +$743K 9.77% 2
2023
Q2 		$23.7M Sell
53,105
-437
-0.8% -$184K 10.06% 2
2023
Q1 		$22M Buy
53,542
+2,922
+6% +$1.17M 9.82% 1
2022
Q4 		$19.4M Buy
50,620
+520
+1% +$201K 9.76% 2
2022
Q3 		$18M Sell
50,100
-2,202
-4% -$879K 10.06% 2
2022
Q2 		$19.8M Buy
52,302
+1,040
+2% +$428K 11.14% 2
2022
Q1 		$23.3M Sell
51,262
-1,851
-3% -$828K 11.19% 2
2021
Q4 		$25.3M Buy
53,113
+1,819
+4% +$838K 11.54% 2
2021
Q3 		$22.1M Buy
51,294
+527
+1% +$234K 10.94% 2
2021
Q2 		$21.8M Sell
50,767
-2,674
-5% -$1.12M 10.65% 2
2021
Q1 		$21.3M Sell
53,441
-13,941
-21% -$5.4M 5.9% 2
2020
Q4 		$25.3M Buy
+67,382
New +$24M 7.63% 2
2016
Q2 		$338K Hold
1,638
– – 0.68% 30
2016
Q1 		$338K Sell
1,638
-4,178
-72% -$820K 0.59% 30
2015
Q4 		$1.19M Buy
5,816
+3,623
+165% +$748K 1.13% 19
2015
Q3 		$423K Sell
2,193
-26,736
-92% -$5.46M 0.7% 27
2015
Q2 		$6M Sell
28,929
-918
-3% -$194K 5.66% 6
2015
Q1 		$6.2M Sell
29,847
-727
-2% -$151K 5.64% 7
2014
Q4 		$6.33M Buy
+30,574
New +$6.19M 5.65% 7

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

US Financial Advisors's IVV Position: Q1 2025 in Review

US Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q1 2025, selling an estimated $77.4K and leaving 55,534 shares worth $31.2M. The position accounts for 9.22% of the portfolio, ranked #2.

US Financial Advisors first reported a position in IVV in Q4 2014 and has held it in 25 quarters since. The position peaked at $32.8M in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • US Financial Advisors held 55,534 shares of iShares Core S&P 500 ETF worth $31.2M as of Q1 2025.
  • US Financial Advisors sold 131 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $77.4K.
  • iShares Core S&P 500 ETF made up 9.22% of US Financial Advisors's portfolio in Q1 2025, its #2 holding.
  • US Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 25 quarters since.
  • US Financial Advisors's iShares Core S&P 500 ETF position peaked at $32.8M in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.