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IVV icon

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
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

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. 3,979 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.
  • 3,979 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.