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

Atomi Financial Group’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	$94.4M	Buy	144,467 +5,248	+4%	+$3.58M	2.9%	2
2025 Q4	$95.4M	Buy	139,219 +4,214	+3%	+$2.86M	2.8%	2
2025 Q3	$90.4M	Buy	135,005 +18,866	+16%	+$12.2M	2.92%	3
2025 Q2	$72.1M	Buy	116,139 +4,344	+4%	+$2.49M	2.73%	3
2025 Q1	$62.8M	Buy	111,795 +15,042	+16%	+$8.88M	2.86%	2
2024 Q4	$57M	Buy	96,753 +14,904	+18%	+$8.82M	2.88%	3
2024 Q3	$47.2M	Buy	81,849 +25,569	+45%	+$14.2M	2.95%	3
2024 Q2	$30.8M	Buy	56,280 +14,362	+34%	+$7.55M	2.28%	4
2024 Q1	$22M	Buy	41,918 +16,126	+63%	+$8.07M	2.03%	4
2023 Q4	$12.3M	Buy	25,792 +1,889	+8%	+$846K	1.7%	7
2023 Q3	$10.3M	Buy	23,903 +10,113	+73%	+$4.52M	3.43%	2
2023 Q2	$6.15M	Sell	13,790 -3,031	-18%	-$1.28M	2.8%	3
2023 Q1	$6.91M	Buy	+16,821	New	+$6.74M	3.86%	2

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

Atomi Financial Group's IVV Position: Q1 2026 in Review

Atomi Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q1 2026, buying an estimated $3.58M and bringing the position to 144,467 shares worth $94.4M. The position accounts for 2.9% of the portfolio, ranked #2.

Atomi Financial Group first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $95.4M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Atomi Financial Group held 144,467 shares of iShares Core S&P 500 ETF worth $94.4M as of Q1 2026.
Atomi Financial Group bought 5,248 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.58M.
iShares Core S&P 500 ETF made up 2.9% of Atomi Financial Group's portfolio in Q1 2026, its #2 holding.
Atomi Financial Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's iShares Core S&P 500 ETF position peaked at $95.4M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.