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

Angeles 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	$2.38M	Sell	3,646 -102	-3%	-$69.7K	0.13%	67
2025 Q4	$2.57M	Sell	3,748 -607	-14%	-$412K	0.14%	62
2025 Q3	$2.91M	Buy	4,355 +956	+28%	+$616K	0.18%	50
2025 Q2	$2.11M	Sell	3,399 -435	-11%	-$250K	0.14%	55
2025 Q1	$2.15M	Buy	3,834 +1	+0%	+$591	0.18%	52
2024 Q4	$2.26M	Sell	3,833 -20	-0.5%	-$11.8K	0.19%	48
2024 Q3	$2.22M	Sell	3,853 -71	-2%	-$39.5K	0.19%	49
2024 Q2	$2.15M	Sell	3,924 -860	-18%	-$452K	0.2%	46
2024 Q1	$2.52M	Sell	4,784 -315	-6%	-$158K	0.25%	38
2023 Q4	$2.44M	Sell	5,099 -97	-2%	-$43.4K	0.3%	33
2023 Q3	$2.23M	Buy	5,196 +665	+15%	+$297K	0.32%	33
2023 Q2	$2.02M	Sell	4,531 -62	-1%	-$26.1K	0.28%	39
2023 Q1	$1.89M	Buy	4,593 +511	+13%	+$205K	0.28%	40
2022 Q4	$1.57M	Buy	4,082 +149	+4%	+$57.5K	0.27%	46
2022 Q3	$1.41M	Hold	3,933	–	–	0.28%	45
2022 Q2	$1.49M	Buy	3,933 +883	+29%	+$363K	0.3%	43
2022 Q1	$1.38M	Buy	+3,050	New	+$1.36M	0.26%	52

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

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

Angeles Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q1 2026, selling an estimated $69.7K and leaving 3,646 shares worth $2.38M. The position accounts for 0.13% of the portfolio, ranked #67.

Angeles Wealth Management first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.91M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Angeles Wealth Management held 3,646 shares of iShares Core S&P 500 ETF worth $2.38M as of Q1 2026.
Angeles Wealth Management sold 102 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $69.7K.
iShares Core S&P 500 ETF made up 0.13% of Angeles Wealth Management's portfolio in Q1 2026, its #67 holding.
Angeles Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
Angeles Wealth Management's iShares Core S&P 500 ETF position peaked at $2.91M in Q3 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.