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WR Wealth Planners’s iShares Core S&P 500 ETF IVV Stock Holding History

WR Wealth Planners’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 		$1.64M Sell
2,779
-4,510
-62% -$2.67M 0.53% 27
2024
Q3 		$4.2M Buy
7,289
+134
+2% +$74.5K 1.17% 16
2024
Q2 		$3.92M Sell
7,155
-112
-2% -$58.9K 1.19% 17
2024
Q1 		$3.82M Buy
7,267
+88
+1% +$44K 1.19% 16
2023
Q4 		$3.43M Sell
7,179
-856
-11% -$383K 1.28% 16
2023
Q3 		$3.45M Buy
8,035
+269
+3% +$120K 1.31% 16
2023
Q2 		$3.46M Buy
7,766
+141
+2% +$59.4K 1.34% 17
2023
Q1 		$3.13M Buy
7,625
+25
+0.3% +$10K 1.35% 18
2022
Q4 		$2.92M Buy
7,600
+116
+2% +$44.8K 1.8% 14
2022
Q3 		$2.68M Buy
7,484
+42
+0.6% +$16.8K 1.89% 12
2022
Q2 		$2.82M Sell
7,442
-28
-0.4% -$11.5K 1.86% 12
2022
Q1 		$3.39M Buy
+7,470
New +$3.34M 2.02% 13

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

WR Wealth Planners's IVV Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core S&P 500 ETF (IVV) stake by 62% in Q4 2024, selling an estimated $2.67M and leaving 2,779 shares worth $1.64M. The position accounts for 0.53% of the portfolio, ranked #27.

WR Wealth Planners first reported a position in IVV in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.2M in Q3 2024. 3,604 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • WR Wealth Planners held 2,779 shares of iShares Core S&P 500 ETF worth $1.64M as of Q4 2024.
  • WR Wealth Planners sold 4,510 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $2.67M.
  • iShares Core S&P 500 ETF made up 0.53% of WR Wealth Planners's portfolio in Q4 2024, its #27 holding.
  • WR Wealth Planners first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's iShares Core S&P 500 ETF position peaked at $4.2M in Q3 2024.
  • 3,604 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.