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

Aberdeen 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 Q1	$575K	Hold	880	–	–	0.26%	80
2025 Q4	$603K	Buy	880 +580	+193%	+$394K	0.28%	76
2025 Q3	$201K	Hold	300	–	–	0.13%	144
2025 Q2	$186K	Buy	+300	New	+$172K	0.12%	144
2025 Q1	–	Sell	-300	Closed	-$177K	–	168
2024 Q4	$177K	Hold	300	–	–	0.12%	145
2024 Q3	$173K	Hold	300	–	–	0.11%	147
2024 Q2	$164K	Sell	300 -676	-69%	-$355K	0.11%	146
2024 Q1	$513K	Hold	976	–	–	0.3%	87
2023 Q4	$466K	Hold	976	–	–	0.34%	86
2023 Q3	$419K	Hold	976	–	–	0.32%	91
2023 Q2	$435K	Hold	976	–	–	0.31%	93
2023 Q1	$401K	Hold	976	–	–	0.3%	95
2022 Q4	$375K	Hold	976	–	–	0.28%	101
2022 Q3	$350K	Hold	976	–	–	0.31%	96
2022 Q2	$370K	Sell	976 -23	-2%	-$9.46K	0.29%	93
2022 Q1	$453K	Hold	999	–	–	0.31%	89
2021 Q4	$477K	Buy	+999	New	+$460K	0.31%	87
2021 Q2	–	Sell	-1,024	Closed	-$407K	–	138
2021 Q1	$407K	Hold	1,024	–	–	0.32%	94
2020 Q4	$385K	Hold	1,024	–	–	0.29%	94
2020 Q3	$344K	Buy	+1,024	New	+$341K	0.33%	89
2020 Q1	–	Sell	-1,988	Closed	-$643K	–	130
2019 Q4	$643K	Buy	+1,988	New	+$615K	0.48%	53

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

Aberdeen Wealth Management's IVV Position: Q1 2026 in Review

Aberdeen Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 880 shares worth $575K. The position accounts for 0.26% of the portfolio, ranked #80.

Aberdeen Wealth Management first reported a position in IVV in Q4 2019 and has held it in 21 quarters since. The position peaked at $643K in Q4 2019. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Aberdeen Wealth Management held 880 shares of iShares Core S&P 500 ETF worth $575K as of Q1 2026.
Aberdeen Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.26% of Aberdeen Wealth Management's portfolio in Q1 2026, its #80 holding.
Aberdeen Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
Aberdeen Wealth Management's iShares Core S&P 500 ETF position peaked at $643K in Q4 2019.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.