BOLTON SECURITIES CORPORATION’s iShares Core S&P 500 ETF IVV Stock Holding History

BOLTON SECURITIES CORPORATION’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	$4.23M	Buy	+7,528	New	+$4.45M	0.25%	108

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IVV Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2025: 7,528 shares worth $4.23M. The stake represents 0.25% of the portfolio and ranks #108 among its holdings.

3,582 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

BOLTON SECURITIES CORPORATION held 7,528 shares of iShares Core S&P 500 ETF worth $4.23M as of Q1 2025.
iShares Core S&P 500 ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
iShares Core S&P 500 ETF made up 0.25% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #108 holding.
3,582 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.