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Abundance Wealth Counselors’s iShares Core S&P 500 ETF IVV Stock Holding History

Abundance Wealth Counselors’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 		$142M Buy
216,628
+25,518
+13% +$17.4M 20.3% 1
2025
Q4 		$131M Sell
191,110
-299
-0.2% -$203K 22.1% 1
2025
Q3 		$128M Sell
191,409
-3,498
-2% -$2.25M 21.96% 1
2025
Q2 		$120M Buy
194,907
+319
+0.2% +$183K 22.45% 1
2025
Q1 		$109M Sell
194,588
-5,546
-3% -$3.27M 22.81% 1
2024
Q4 		$118M Sell
200,134
-429
-0.2% -$254K 25.64% 1
2024
Q3 		$116M Buy
+200,563
New +$112M 23.95% 1
2024
Q2 		– Sell
-208,101
Closed -$109M – 103
2024
Q1 		$109M Sell
208,101
-1,065
-0.5% -$533K 25.18% 1
2023
Q4 		$99.9M Sell
209,166
-3,159
-1% -$1.41M 25.96% 1
2023
Q3 		$91.2M Buy
+212,325
New +$95M 26.04% 1
2023
Q2 		– Sell
-225,753
Closed -$92.8M – 101
2023
Q1 		$92.8M Sell
225,753
-154
-0.1% -$61.7K 23.46% 1
2022
Q4 		$86.8M Sell
225,907
-2,237
-1% -$863K 23.62% 1
2022
Q3 		$81.8M Buy
228,144
+398
+0.2% +$159K 23.39% 1
2022
Q2 		$86.3M Buy
227,746
+8
+0% +$3.29K 23.42% 1
2022
Q1 		$103M Buy
227,738
+6,365
+3% +$2.85M 28.07% 1
2021
Q4 		$106M Buy
+221,373
New +$102M 27.07% 1
2021
Q3 		– Sell
-233,483
Closed -$100M – 77
2021
Q2 		$100M Sell
233,483
-38,110
-14% -$16M 25.93% 1
2021
Q1 		$108M Sell
271,593
-832
-0.3% -$322K 26.86% 1
2020
Q4 		$102M Sell
272,425
-2,872
-1% -$1.02M 25.67% 1
2020
Q3 		$92.5M Buy
275,297
+12,732
+5% +$4.24M 26.65% 1
2020
Q2 		$81.3M Sell
262,565
-61,618
-19% -$18.1M 24.72% 1
2020
Q1 		$83.8M Buy
324,183
+7,293
+2% +$2.23M 29.06% 1
2019
Q4 		$102M Sell
316,890
-495
-0.2% -$153K 28.53% 1
2019
Q3 		$94.7M Sell
317,385
-7,666
-2% -$2.28M 28.83% 1
2019
Q2 		$95.8M Sell
325,051
-103,288
-24% -$29.9M 29.81% 1
2019
Q1 		$122M Sell
428,339
-1,065
-0.2% -$291K 40.02% 1
2018
Q4 		$108M Buy
+429,404
New +$117M 39.68% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Abundance Wealth Counselors's IVV Position: Q1 2026 in Review

Abundance Wealth Counselors increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, buying an estimated $17.4M and bringing the position to 216,628 shares worth $142M. The position accounts for 20.3% of the portfolio, ranked #1.

Abundance Wealth Counselors first reported a position in IVV in Q4 2018 and has held it in 27 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Abundance Wealth Counselors held 216,628 shares of iShares Core S&P 500 ETF worth $142M as of Q1 2026.
  • Abundance Wealth Counselors bought 25,518 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $17.4M.
  • iShares Core S&P 500 ETF made up 20.3% of Abundance Wealth Counselors's portfolio in Q1 2026, its #1 holding.
  • Abundance Wealth Counselors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.