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Ball & Co Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ball & Co Wealth Management’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 		$2K Hold
3
– – ﹤0.01% 69
2025
Q4 		$2K Hold
3
– – ﹤0.01% 67
2025
Q3 		$2K Hold
3
– – ﹤0.01% 74
2025
Q2 		$1K Hold
3
– – ﹤0.01% 65
2025
Q1 		$1K Hold
3
– – ﹤0.01% 62
2024
Q4 		$1K Buy
+3
New +$1.78K ﹤0.01% 66

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

Ball & Co Wealth Management's IVV Position: Q1 2026 in Review

Ball & Co Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 3 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #69.

Ball & Co Wealth Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Ball & Co Wealth Management held 3 shares of iShares Core S&P 500 ETF worth $2K as of Q1 2026.
  • Ball & Co Wealth Management 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 Ball & Co Wealth Management's portfolio in Q1 2026, its #69 holding.
  • Ball & Co Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ball & Co Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.