Abbot Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Abbot Financial 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 Q1	$240K	Hold	368	–	–	0.1%	128
2025 Q4	$252K	Hold	368	–	–	0.1%	126
2025 Q3	$246K	Hold	368	–	–	0.11%	124
2025 Q2	$228K	Hold	368	–	–	0.11%	124
2025 Q1	$207K	Hold	368	–	–	0.11%	120
2024 Q4	$217K	Hold	368	–	–	0.11%	119
2024 Q3	$212K	Hold	368	–	–	0.11%	122
2024 Q2	$201K	Buy	+368	New	+$194K	0.11%	122

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Abbot Financial Management's IVV Position: Q1 2026 in Review

Abbot Financial Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 368 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #128.

Abbot Financial Management first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $252K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Abbot Financial Management held 368 shares of iShares Core S&P 500 ETF worth $240K as of Q1 2026.
Abbot Financial Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.1% of Abbot Financial Management's portfolio in Q1 2026, its #128 holding.
Abbot Financial Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Abbot Financial Management's iShares Core S&P 500 ETF position peaked at $252K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.