Wade Financial Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Wade Financial Advisory’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	$872K	Hold	1,552	–	–	0.3%	42
2024 Q4	$914K	Hold	1,552	–	–	0.31%	41
2024 Q3	$895K	Buy	1,552 +111	+8%	+$61.7K	0.3%	41
2024 Q2	$789K	Hold	1,441	–	–	0.28%	42
2024 Q1	$758K	Hold	1,441	–	–	0.28%	42
2023 Q4	$688K	Hold	1,441	–	–	0.26%	43
2023 Q3	$619K	Hold	1,441	–	–	0.27%	43
2023 Q2	$642K	Hold	1,441	–	–	0.25%	43
2023 Q1	$592K	Sell	1,441 -32	-2%	-$12.8K	0.25%	43
2022 Q4	$566K	Buy	1,473 +14	+1%	+$5.4K	0.26%	47
2022 Q3	$523K	Buy	1,459 +18	+1%	+$7.19K	0.26%	47
2022 Q2	$546K	Sell	1,441 -37	-3%	-$15.2K	0.26%	49
2022 Q1	$671K	Buy	+1,478	New	+$661K	0.29%	47

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

Wade Financial Advisory's IVV Position: Q1 2025 in Review

Wade Financial Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2025 at 1,552 shares worth $872K. The position accounts for 0.3% of the portfolio, ranked #42.

Wade Financial Advisory first reported a position in IVV in Q1 2022 and has held it in 13 quarters since. The position peaked at $914K in Q4 2024. 3,563 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

Wade Financial Advisory held 1,552 shares of iShares Core S&P 500 ETF worth $872K as of Q1 2025.
Wade Financial Advisory left its iShares Core S&P 500 ETF share count unchanged in Q1 2025.
iShares Core S&P 500 ETF made up 0.3% of Wade Financial Advisory's portfolio in Q1 2025, its #42 holding.
Wade Financial Advisory first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 13 quarters since.
Wade Financial Advisory's iShares Core S&P 500 ETF position peaked at $914K in Q4 2024.
3,563 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.