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AtlasMark Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

AtlasMark Financial’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 		$22.6M Hold
33,034
– – 14.61% 2
2025
Q4 		$22.6M Buy
33,034
+1,370
+4% +$930K 14.61% 2
2025
Q3 		$21.2M Buy
31,664
+1,405
+5% +$905K 14.17% 2
2025
Q2 		$18.8M Buy
30,259
+4,211
+16% +$2.42M 14.29% 2
2025
Q1 		$14.6M Buy
26,048
+428
+2% +$253K 13.58% 2
2024
Q4 		$15.1M Buy
25,620
+303
+1% +$179K 13.86% 2
2024
Q3 		$14.6M Buy
+25,317
New +$14.1M 13.58% 2
2023
Q2 		$10.2M Sell
22,982
-60
-0.3% -$25.3K 12.58% 2
2023
Q1 		$9.47M Buy
+23,042
New +$9.24M 12.41% 2
2022
Q3 		$8.37M Buy
23,325
+2,326
+11% +$929K 12.52% 2
2022
Q2 		$7.96M Buy
20,999
+869
+4% +$357K 11.53% 2
2022
Q1 		$9.13M Buy
20,130
+752
+4% +$336K 11.69% 2
2021
Q4 		$9.24M Buy
19,378
+486
+3% +$224K 11.18% 2
2021
Q3 		$8.14M Buy
18,892
+159
+0.8% +$70.5K 10.88% 2
2021
Q2 		$8.05M Sell
18,733
-17
-0.1% -$7.12K 10.55% 2
2021
Q1 		$7.46M Buy
18,750
+250
+1% +$96.8K 10.42% 2
2020
Q4 		$6.94M Sell
18,500
-33
-0.2% -$11.7K 10.51% 2
2020
Q3 		$6.23M Buy
18,533
+644
+4% +$214K 10.79% 2
2020
Q2 		$5.54M Buy
17,889
+1,208
+7% +$355K 10.93% 2
2020
Q1 		$4.31M Buy
16,681
+4,971
+42% +$1.52M 10.75% 2
2019
Q4 		$3.79M Sell
11,710
-16
-0.1% -$4.95K 8.68% 2
2019
Q3 		$3.5M Buy
+11,726
New +$3.49M 8.73% 2

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

AtlasMark Financial's IVV Position: Q1 2026 in Review

AtlasMark Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 33,034 shares worth $22.6M. The position accounts for 14.61% of the portfolio, ranked #2.

AtlasMark Financial first reported a position in IVV in Q3 2019 and has held it in 22 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • AtlasMark Financial held 33,034 shares of iShares Core S&P 500 ETF worth $22.6M as of Q1 2026.
  • AtlasMark Financial left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 14.61% of AtlasMark Financial's portfolio in Q1 2026, its #2 holding.
  • AtlasMark Financial first reported a position in iShares Core S&P 500 ETF in Q3 2019 and has held it in 22 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on AtlasMark Financial's 13F filing for Q1 2026, filed 22 Apr 2026.