Advisors Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Advisors Management Group’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	$435K	Buy	667 +281	+73%	+$192K	0.08%	118
2025 Q4	$264K	Hold	386	–	–	0.05%	134
2025 Q3	$258K	Sell	386 -32	-8%	-$20.6K	0.05%	137
2025 Q2	$260K	Buy	418 +12	+3%	+$6.89K	0.05%	134
2025 Q1	$228K	Buy	406 +36	+10%	+$21.3K	0.05%	139
2024 Q4	$218K	Buy	+370	New	+$219K	0.05%	143
2024 Q2	–	Sell	-984	Closed	-$517K	–	160
2024 Q1	$517K	Buy	+984	New	+$492K	0.13%	100

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

Advisors Management Group's IVV Position: Q1 2026 in Review

Advisors Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 73% in Q1 2026, buying an estimated $192K and bringing the position to 667 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #118.

Advisors Management Group first reported a position in IVV in Q1 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Advisors Management Group held 667 shares of iShares Core S&P 500 ETF worth $435K as of Q1 2026.
Advisors Management Group bought 281 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $192K.
iShares Core S&P 500 ETF made up 0.08% of Advisors Management Group's portfolio in Q1 2026, its #118 holding.
Advisors Management Group first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
Advisors Management Group's iShares Core S&P 500 ETF position peaked at $517K in Q1 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.