Autumn Glory Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Autumn Glory Partners’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	$1.42M	Hold	2,179	–	–	0.52%	50
2025 Q4	$1.49M	Buy	2,179 +639	+41%	+$434K	0.52%	52
2025 Q3	$1.03M	Hold	1,540	–	–	0.42%	68
2025 Q2	$956K	Hold	1,540	–	–	0.45%	62
2025 Q1	$865K	Hold	1,540	–	–	0.43%	67
2024 Q4	$907K	Hold	1,540	–	–	0.45%	66
2024 Q3	$888K	Hold	1,540	–	–	0.34%	79
2024 Q2	$843K	Buy	+1,540	New	+$810K	0.43%	71

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

Autumn Glory Partners's IVV Position: Q1 2026 in Review

Autumn Glory Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 2,179 shares worth $1.42M. The position accounts for 0.52% of the portfolio, ranked #50.

Autumn Glory Partners first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Autumn Glory Partners held 2,179 shares of iShares Core S&P 500 ETF worth $1.42M as of Q1 2026.
Autumn Glory Partners left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.52% of Autumn Glory Partners's portfolio in Q1 2026, its #50 holding.
Autumn Glory Partners first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Autumn Glory Partners's iShares Core S&P 500 ETF position peaked at $1.49M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.