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

Apex 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 		$9.25M Sell
14,154
-109
-0.8% -$74.4K 6.34% 2
2025
Q4 		$9.91M Buy
14,263
+417
+3% +$283K 10.06% 1
2025
Q3 		$9.27M Sell
13,846
-766
-5% -$493K 6.63% 2
2025
Q2 		$9.07M Buy
14,612
+3,538
+32% +$2.03M 7.28% 2
2025
Q1 		$6.22M Sell
11,074
-1,206
-10% -$712K 5.6% 5
2024
Q4 		$7.23M Buy
+12,280
New +$7.27M 6.24% 3

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

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

Apex Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.76% in Q1 2026, selling an estimated $74.4K and leaving 14,154 shares worth $9.25M. The position accounts for 6.34% of the portfolio, ranked #2.

Apex Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.91M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Apex Wealth Management held 14,154 shares of iShares Core S&P 500 ETF worth $9.25M as of Q1 2026.
  • Apex Wealth Management sold 109 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $74.4K.
  • iShares Core S&P 500 ETF made up 6.34% of Apex Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Apex Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Apex Wealth Management's iShares Core S&P 500 ETF position peaked at $9.91M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.