AF
IVV icon

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

Aviso 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 		$91.4K Hold
140
– – ﹤0.01% 239
2025
Q4 		$95.9K Hold
140
– – ﹤0.01% 234
2025
Q3 		$93.7K Hold
140
– – ﹤0.01% 245
2025
Q2 		$86.9K Hold
140
– – ﹤0.01% 248
2025
Q1 		$78.7K Hold
140
– – ﹤0.01% 252
2024
Q4 		$82.4K Hold
140
– – ﹤0.01% 257
2024
Q3 		$80.8K Hold
140
– – ﹤0.01% 255
2024
Q2 		$76.6K Buy
+140
New +$73.6K ﹤0.01% 253

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

Aviso Financial's IVV Position: Q1 2026 in Review

Aviso Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 140 shares worth $91.4K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Aviso Financial first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $95.9K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Aviso Financial held 140 shares of iShares Core S&P 500 ETF worth $91.4K as of Q1 2026.
  • Aviso Financial left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up ﹤0.01% of Aviso Financial's portfolio in Q1 2026, its #239 holding.
  • Aviso Financial first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • Aviso Financial's iShares Core S&P 500 ETF position peaked at $95.9K in Q4 2025.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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