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Barnes Pettey Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Barnes Pettey Financial Advisors’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 		$3.41M Buy
5,225
+159
+3% +$109K 1.49% 16
2025
Q4 		$3.47M Buy
5,066
+28
+0.6% +$19K 1.72% 14
2025
Q3 		$3.37M Sell
5,038
-82
-2% -$52.8K 1.85% 14
2025
Q2 		$3.18M Sell
5,120
-24
-0.5% -$13.8K 2.12% 13
2025
Q1 		$2.89M Sell
5,144
-4
-0.1% -$2.36K 2.25% 9
2024
Q4 		$3.03M Buy
5,148
+977
+23% +$578K 2.31% 11
2024
Q3 		$2.41M Buy
4,171
+129
+3% +$71.7K 1.92% 15
2024
Q2 		$2.21M Buy
4,042
+4
+0.1% +$2.1K 1.9% 15
2024
Q1 		$2.12M Buy
4,038
+32
+0.8% +$16K 1.83% 15
2023
Q4 		$1.91M Buy
4,006
+59
+1% +$26.4K 1.55% 19
2023
Q3 		$1.69M Buy
3,947
+118
+3% +$52.8K 1.56% 19
2023
Q2 		$1.71M Buy
3,829
+2,926
+324% +$1.23M 1.48% 20
2023
Q1 		$371K Sell
903
-81
-8% -$32.5K 0.35% 62
2022
Q4 		$378K Buy
984
+37
+4% +$14.3K 0.39% 59
2022
Q3 		$340K Buy
947
+75
+9% +$29.9K 0.46% 56
2022
Q2 		$331K Hold
872
– – 0.43% 59
2022
Q1 		$396K Buy
872
+24
+3% +$10.7K 0.48% 54
2021
Q4 		$404K Buy
+848
New +$391K 0.46% 52

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

Barnes Pettey Financial Advisors's IVV Position: Q1 2026 in Review

Barnes Pettey Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q1 2026, buying an estimated $109K and bringing the position to 5,225 shares worth $3.41M. The position accounts for 1.49% of the portfolio, ranked #16.

Barnes Pettey Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.47M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Barnes Pettey Financial Advisors held 5,225 shares of iShares Core S&P 500 ETF worth $3.41M as of Q1 2026.
  • Barnes Pettey Financial Advisors bought 159 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $109K.
  • iShares Core S&P 500 ETF made up 1.49% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Barnes Pettey Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Barnes Pettey Financial Advisors's iShares Core S&P 500 ETF position peaked at $3.47M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.