Australian (ASX) Stock Market Forum

IVV - iShares S&P 500 ETF

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I have never seen IVV do a prefill to the ATO, but there should be an annual tax statement on computer share with the information you need. Mine came out at the end of July

Iggy
 
Iggy_Pop said:
I have never seen IVV do a prefill to the ATO, but there should be an annual tax statement on computer share with the information you need. Mine came out at the end of July

Iggy
Click to expand...

By following the sub-links in the Pre-fill link provided, here is the current list of Company data available for this. IVV isn't on the list. I initially thought the ATO gets the data from share registries and it may but only for certain entities at present.

www.ato.gov.au

Pre-fill availability

Use this content to check if third-party information is available to pre-fill into your tax return for 2021-22.
www.ato.gov.au www.ato.gov.au

It's all a bit weird as while Vanguard is not listed as "Available," some data for its products are pe-filled.
 
the IVV thread can be found here

IVV - iShares S&P 500 ETF

iShares Core S&P 500 ETF (IVV) was formerly known as iShares S&P 500 Index Fund. http://au.ishares.com/fund/fund-overview-IVV-ASX.do
www.aussiestockforums.com www.aussiestockforums.com
 
Belli said:
IVV to undertake a 15:1 share split on 9 December.

Click to expand...

I wonder why? Just pricey per unit perhaps.

Long term this has been a good play. I imagine if dividends are re-invested it'd be even better.

Potentially a bottom in mid-June, although much talk about a bear rally only.

Screen Shot 2022-11-28 at 2.56.19 pm.png


Screen Shot 2022-11-28 at 2.57.36 pm.png
 
Belli said:
IVV to undertake a 15:1 share split on 9 December.

Click to expand...

yep, and it's rather annoying. i've been DCA'ing into IVV for several years so i have dozens of small parcels by now, and all those entries are going to have to be updated in my spreadsheet. plus they are all wired up to aggregation functions, pivot tables and the like so i will have to check that none of that stuff got disturbed after updating everything. PITA.
 
I'm leaning toward index ETFs and considering IVV or VTS as a solid ETF to get some general US markets direct exposure.

The MER of 0.03% seems incredibly low for these. I'm not sure how Vanguard can charge an MER of 0.1% for VAS when they can do VTS at 0.03%.
 
I have held IVV for a while and it has been good as a growth stock. With the fees of VAS, my understanding is Vanguard has to pay to use the index. A200 use a different but similar index and have got their fees a bit lower - 0.04%.

Iggy
 
In total, US focused exchange-traded funds pulled in at least $5 billion from Australian investors in 2024, eclipsing the record of $2.5 billion set in 2021, according to preliminary flows data compiled by ETF provider Global X.

Blackrock’s iShares S&P 500 ETF – which tracks the S&P 500 Index – garnered the most interest, pulling in just over $2.1 billion from Australian investors in 2024
www.afr.com

Australians pour record $5b into Wall Street as bulls run wild

Investors are hoping the US can pull off a ‘three-peat’ after the world’s most important equity market capped the best two years in a quarter-century.
www.afr.com www.afr.com
 
One of my picks for the 2025 stock tipping. As dividends are not counted in the comp, need good growth stocks for the comp, and doesnt get much beter the the S & P 500. Held this ETF for many years and has done well, though did sell out to buy a new house as it was my largest profit, but back in now

Iggy
 
Starting to mull over the idea of swapping out part of my IVV for the currency hedged variant (IHVV). Thinking about maybe moving 10% of my IVV to IHVV if AUD/USD gets down to 0.6000, another 10% if it gets to 0.5500, and a 3rd 10% if it gets to 0.5000. I like the built in smoothing mechanism of the unhedged variant, but even as a perennial AUD bear due to my belief that our economy has become a one trick pony, I'm starting to wonder whether it can fall much further from here. GFC low was around 0.6000, COVID low was around 0.5500, and it hasn't gone below 0.5000 for over 2 decades now. But major downside is triggering a bunch of CGT doing that.
 
Sharkman said:
Starting to mull over the idea of swapping out part of my IVV for the currency hedged variant (IHVV). Thinking about maybe moving 10% of my IVV to IHVV if AUD/USD gets down to 0.6000, another 10% if it gets to 0.5500, and a 3rd 10% if it gets to 0.5000. I like the built in smoothing mechanism of the unhedged variant, but even as a perennial AUD bear due to my belief that our economy has become a one trick pony, I'm starting to wonder whether it can fall much further from here. GFC low was around 0.6000, COVID low was around 0.5500, and it hasn't gone below 0.5000 for over 2 decades now. But major downside is triggering a bunch of CGT doing that.
Click to expand...
This a general issue:
I expected the AUD to go down but USD has to fall for the USA to make it economically.
So how much further..the above valid for quite a few shares, even commodities and BTC.if the AUD increases, it is a brand new game
 
One of my picks for the CY2025 comp. Not a good month with volatility in the US market resulting in a 2.9% drop. Still hopeful of a good year.

Iggy
 
One of my picks for the cy25 comp. Not a great month with Mr Trump at the moment. After tariff stuff is resolved, confident of a turn around.

Iggy
 
One of my picks for the cy25 comp. Not a great month with Mr Trump at the moment with sher price going down. After tariff stuff is resolved, confident of a turn around.

Iggy
 
One of my picks for the CY25 comp. Good month up 5% with the on/off tariff debarcle. Decided to sell out ofsome of my holdings for the moment as needed a bit of cash for a few projects, but will most likely reinvest a bit more down the track. Has been a solid performer for a few years now.

Iggy
 
One of my picks for the CY 2025 Stock tipping. IVV up just over 3% for the month so going well. Trump and his tariffs may impct going ahead but see what happens

Iggy
 
One of my picks for the CY 25 stock tipping comp. Up 3% for the month and going well for the year despite Trumps Tariff approach. Hopefully the tariff impact goes away and the stock price goes back to an uptrend. Also keep reading legal challenges to Trumps dictating tariffs could be a loss for Trump, making all the tariff deals illegal. This is except the steel and aluminium which has been changes under different legislation. Interesting times

Iggy
 
One of my picks for the CY 25 stock tipping comp. Flat this month up 1.85% at the moment. With market at a high and many still trying to understand the impact of Trump tariffs, not much movement

Iggy
 

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