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Watts Gwilliam & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.62M Buy
2,427
+1
+0% +$644 0.26% 71
2025
Q2 		$1.61M Sell
2,426
-497
-17% -$285K 0.26% 71
2025
Q1 		$1.64M Buy
2,923
+529
+22% +$312K 0.36% 60
2024
Q4 		$1.42M Sell
2,394
-72
-3% -$42.6K 0.3% 69
2024
Q3 		$1.42M Buy
+2,466
New +$1.37M 0.31% 68
2024
Q1 		$567K Buy
+1,077
New +$539K 0.17% 98

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Watts Gwilliam & Co's IVV Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q3 2025, buying an estimated $644 and bringing the position to 2,427 shares worth $1.62M. The position accounts for 0.26% of the portfolio, ranked #71.

Watts Gwilliam & Co first reported a position in IVV in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.64M in Q1 2025. 3,674 funds tracked by Wall St. Rank hold IVV as of Q3 2025.

  • Watts Gwilliam & Co held 2,427 shares of iShares Core S&P 500 ETF worth $1.62M as of Q3 2025.
  • Watts Gwilliam & Co bought 1 iShares Core S&P 500 ETF share in Q3 2025, an estimated $644.
  • iShares Core S&P 500 ETF made up 0.26% of Watts Gwilliam & Co's portfolio in Q3 2025, its #71 holding.
  • Watts Gwilliam & Co first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
  • Watts Gwilliam & Co's iShares Core S&P 500 ETF position peaked at $1.64M in Q1 2025.
  • 3,674 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.