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Advance Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Advance Capital 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 		$2M Buy
3,065
+302
+11% +$206K 0.08% 46
2025
Q4 		$1.89M Sell
2,763
-137
-5% -$93K 0.08% 46
2025
Q3 		$1.94M Sell
2,900
-54
-2% -$34.8K 0.08% 43
2025
Q2 		$1.83M Buy
2,954
+14
+0.5% +$8.04K 0.08% 42
2025
Q1 		$1.65M Buy
2,940
+4
+0.1% +$2.36K 0.08% 40
2024
Q4 		$1.73M Buy
2,936
+4
+0.1% +$2.37K 0.08% 33
2024
Q3 		$1.69M Buy
2,932
+4
+0.1% +$2.22K 0.07% 38
2024
Q2 		$1.6M Buy
2,928
+11
+0.4% +$5.78K 0.08% 36
2024
Q1 		$1.53M Sell
2,917
-127
-4% -$63.5K 0.11% 34
2023
Q4 		$1.45M Buy
3,044
+105
+4% +$47K 0.11% 25
2023
Q3 		$1.26M Buy
2,939
+668
+29% +$299K 0.12% 27
2023
Q2 		$1.01M Buy
2,271
+697
+44% +$294K 0.11% 35
2023
Q1 		$647K Buy
1,574
+64
+4% +$25.7K 0.12% 43
2022
Q4 		$580K Buy
1,510
+388
+35% +$150K 0.08% 51
2022
Q3 		$402K Hold
1,122
– – 0.05% 52
2022
Q2 		$425K Sell
1,122
-75
-6% -$30.9K 0.05% 50
2022
Q1 		$543K Buy
1,197
+47
+4% +$21K 0.07% 43
2021
Q4 		$549K Buy
+1,150
New +$530K 0.11% 42

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

Advance Capital Management's IVV Position: Q1 2026 in Review

Advance Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $206K and bringing the position to 3,065 shares worth $2M. The position accounts for 0.08% of the portfolio, ranked #46.

Advance Capital Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Advance Capital Management held 3,065 shares of iShares Core S&P 500 ETF worth $2M as of Q1 2026.
  • Advance Capital Management bought 302 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $206K.
  • iShares Core S&P 500 ETF made up 0.08% of Advance Capital Management's portfolio in Q1 2026, its #46 holding.
  • Advance Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.