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

Apriem 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	$496K	Sell	760 -253	-25%	-$173K	0.05%	121
2025 Q4	$694K	Sell	1,013 -284	-22%	-$193K	0.06%	106
2025 Q3	$868K	Buy	1,297 +126	+11%	+$81.2K	0.08%	97
2025 Q2	$728K	Buy	1,171 +88	+8%	+$50.5K	0.08%	95
2025 Q1	$609K	Sell	1,083 -6	-0.6%	-$3.54K	0.07%	98
2024 Q4	$641K	Buy	1,089 +331	+44%	+$196K	0.07%	93
2024 Q3	$437K	Sell	758 -114	-13%	-$63.4K	0.05%	110
2024 Q2	$477K	Buy	872 +143	+20%	+$75.2K	0.06%	106
2024 Q1	$383K	Sell	729 -664	-48%	-$332K	0.05%	120
2023 Q4	$665K	Buy	+1,393	New	+$624K	0.09%	84
2022 Q4	–	Sell	-667	Closed	-$239K	–	149
2022 Q3	$239K	Buy	+667	New	+$266K	0.04%	119
2019 Q4	–	Sell	-1,057	Closed	-$316K	–	138
2019 Q3	$316K	Sell	1,057 -40	-4%	-$11.9K	0.07%	95
2019 Q2	$323K	Hold	1,097	–	–	0.1%	98
2019 Q1	$312K	Buy	1,097 +17	+2%	+$4.65K	0.08%	97
2018 Q4	$272K	Buy	1,080 +150	+16%	+$40.7K	0.1%	97
2018 Q3	$272K	Hold	930	–	–	0.06%	114
2018 Q2	$254K	Buy	+930	New	+$253K	0.06%	114
2017 Q2	–	Sell	-205	Closed	-$49K	–	329
2017 Q1	$49K	Sell	205 -80	-28%	-$18.7K	0.01%	235
2016 Q4	$64K	Buy	+285	New	+$62.6K	0.02%	206
2016 Q3	–	Sell	-24	Closed	-$5K	–	615
2016 Q2	$5K	Buy	+24	New	+$5.01K	﹤0.01%	462
2016 Q1	–	Sell	-1,500	Closed	-$307K	–	595
2015 Q4	$307K	Buy	+1,500	New	+$310K	0.11%	73
2015 Q3	–	Sell	-993	Closed	-$206K	–	552
2015 Q2	$206K	Hold	993	–	–	0.07%	96
2015 Q1	$206K	Hold	993	–	–	0.07%	99
2014 Q4	$205K	Buy	+993	New	+$201K	0.08%	90

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

Apriem Advisors's IVV Position: Q1 2026 in Review

Apriem Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 25% in Q1 2026, selling an estimated $173K and leaving 760 shares worth $496K. The position accounts for 0.05% of the portfolio, ranked #121.

Apriem Advisors first reported a position in IVV in Q4 2014 and has held it in 24 quarters since. The position peaked at $868K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Apriem Advisors held 760 shares of iShares Core S&P 500 ETF worth $496K as of Q1 2026.
Apriem Advisors sold 253 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $173K.
iShares Core S&P 500 ETF made up 0.05% of Apriem Advisors's portfolio in Q1 2026, its #121 holding.
Apriem Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 24 quarters since.
Apriem Advisors's iShares Core S&P 500 ETF position peaked at $868K in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.