Ackerman Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Ackerman Capital Advisors’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	$3.04M	Sell	4,649 -1	-0%	-$683	0.62%	33
2025 Q4	$3.18M	Hold	4,650	–	–	0.64%	31
2025 Q3	$3.11M	Hold	4,650	–	–	0.65%	28
2025 Q2	$2.89M	Hold	4,650	–	–	0.67%	30
2025 Q1	$2.61M	Sell	4,650 -17	-0.4%	-$10K	0.69%	27
2024 Q4	$2.75M	Hold	4,667	–	–	0.72%	26
2024 Q3	$2.69M	Sell	4,667 -860	-16%	-$478K	0.7%	27
2024 Q2	$3.02M	Hold	5,527	–	–	0.8%	27
2024 Q1	$2.91M	Buy	5,527 +12	+0.2%	+$6K	0.8%	27
2023 Q4	$2.63M	Buy	5,515 +860	+18%	+$385K	0.74%	29
2023 Q3	$2M	Hold	4,655	–	–	0.56%	30
2023 Q2	$2.07M	Hold	4,655	–	–	0.54%	29
2023 Q1	$1.91M	Sell	4,655 -809	-15%	-$324K	0.5%	30
2022 Q4	$2.1M	Sell	5,464 -496	-8%	-$191K	0.56%	28
2022 Q3	$2.14M	Hold	5,960	–	–	0.61%	25
2022 Q2	$2.26M	Hold	5,960	–	–	0.61%	27
2022 Q1	$2.7M	Hold	5,960	–	–	0.64%	26
2021 Q4	$2.84M	Hold	5,960	–	–	0.65%	27
2021 Q3	$2.57M	Hold	5,960	–	–	0.59%	24
2021 Q2	$2.56M	Sell	5,960 -5,637	-49%	-$2.36M	0.6%	26
2021 Q1	$4.61M	Buy	11,597 +11,000	+1,843%	+$4.26M	1.12%	22
2020 Q4	$224K	Sell	597 -11,000	-95%	-$3.92M	0.06%	104
2020 Q3	$3.9M	Hold	11,597	–	–	1.08%	21
2020 Q2	$3.59M	Sell	11,597 -2,302	-17%	-$676K	1.08%	22
2020 Q1	$3.59M	Buy	13,899 +13,200	+1,888%	+$4.04M	1.4%	17
2019 Q4	$226K	Hold	699	–	–	0.07%	180
2019 Q3	$209K	Sell	699 -69	-9%	-$20.5K	0.07%	132
2019 Q2	$226	Buy	+768	New	+$223K	﹤0.01%	149

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

Ackerman Capital Advisors's IVV Position: Q1 2026 in Review

Ackerman Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.02% in Q1 2026, selling an estimated $683 and leaving 4,649 shares worth $3.04M. The position accounts for 0.62% of the portfolio, ranked #33.

Ackerman Capital Advisors first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $4.61M in Q1 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ackerman Capital Advisors held 4,649 shares of iShares Core S&P 500 ETF worth $3.04M as of Q1 2026.
Ackerman Capital Advisors sold 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
iShares Core S&P 500 ETF made up 0.62% of Ackerman Capital Advisors's portfolio in Q1 2026, its #33 holding.
Ackerman Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
Ackerman Capital Advisors's iShares Core S&P 500 ETF position peaked at $4.61M in Q1 2021.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.