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1900 Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

1900 Wealth Management’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
2026
Q2 		$51.9M Buy
69,262
+129
+0.2% +$93.9K 2.89% 7
2026
Q1 		$45.2M Buy
69,133
+232
+0.3% +$158K 2.9% 6
2025
Q4 		$47.2M Sell
68,901
-746
-1% -$507K 3.03% 6
2025
Q3 		$46.6M Sell
69,647
-2,177
-3% -$1.4M 3.16% 6
2025
Q2 		$44.6M Buy
71,824
+2,061
+3% +$1.18M 3.37% 5
2025
Q1 		$39.2M Sell
69,763
-1,595
-2% -$942K 3.26% 5
2024
Q4 		$42M Sell
71,358
-2,596
-4% -$1.54M 3.52% 5
2024
Q3 		$42.7M Sell
73,954
-2,101
-3% -$1.17M 3.66% 5
2024
Q2 		$41.6M Sell
76,055
-75,113
-50% -$39.5M 3.89% 5
2024
Q1 		$79.5M Buy
151,168
+5,588
+4% +$2.8M 7.25% 2
2023
Q4 		$69.5M Sell
145,580
-15,511
-10% -$6.94M 6.38% 2
2023
Q3 		$69.2M Buy
161,091
+74,923
+87% +$33.5M 6.9% 1
2023
Q2 		$38.4M Buy
86,168
+18,249
+27% +$7.69M 3.95% 4
2023
Q1 		$26.1M Hold
67,919
– – 2.8% 8
2022
Q4 		$26.1M Buy
67,919
+12,625
+23% +$4.87M 2.83% 7
2022
Q3 		$19.8M Buy
55,294
+4,977
+10% +$1.99M 2.32% 9
2022
Q2 		$19.1M Buy
50,317
+8,252
+20% +$3.39M 2.08% 13
2022
Q1 		$19.1M Buy
42,065
+26,671
+173% +$11.9M 1.82% 14
2021
Q4 		$7.34M Buy
15,394
+423
+3% +$195K 0.66% 35
2021
Q3 		$6.45M Buy
14,971
+5,079
+51% +$2.25M 0.63% 37
2021
Q2 		$4.25M Buy
9,892
+5,416
+121% +$2.27M 0.41% 54
2021
Q1 		$1.78K Buy
4,476
+2,065
+86% +$800K 0.13% 77
2020
Q4 		$905K Buy
+2,411
New +$858K 0.11% 87

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

1900 Wealth Management's IVV Position: Q2 2026 in Review

1900 Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.19% in Q2 2026, buying an estimated $93.9K and bringing the position to 69,262 shares worth $51.9M. The position accounts for 2.89% of the portfolio, ranked #7.

1900 Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $79.5M in Q1 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 1900 Wealth Management held 69,262 shares of iShares Core S&P 500 ETF worth $51.9M as of Q2 2026.
  • 1900 Wealth Management bought 129 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $93.9K.
  • iShares Core S&P 500 ETF made up 2.89% of 1900 Wealth Management's portfolio in Q2 2026, its #7 holding.
  • 1900 Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1900 Wealth Management's iShares Core S&P 500 ETF position peaked at $79.5M in Q1 2024.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.