Bell Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bell Investment 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	$90.3K	Sell	138 -378	-73%	-$258K	0.01%	180
2025 Q4	$353K	Sell	516 -77	-13%	-$52.3K	0.06%	94
2025 Q3	$397K	Buy	593 +367	+162%	+$236K	0.06%	88
2025 Q2	$140K	Buy	226 +38	+20%	+$21.8K	0.02%	140
2025 Q1	$106K	Sell	188 -11	-6%	-$6.5K	0.02%	139
2024 Q4	$117K	Sell	199 -12	-6%	-$7.1K	0.02%	132
2024 Q3	$122K	Sell	211 -22	-9%	-$12.2K	0.02%	131
2024 Q2	$128K	Buy	233 +1	+0.4%	+$526	0.03%	125
2024 Q1	$122K	Hold	232	–	–	0.02%	129
2023 Q4	$111K	Sell	232 -24	-9%	-$10.7K	0.02%	124
2023 Q3	$110K	Sell	256 -31	-11%	-$13.9K	0.02%	114
2023 Q2	$128K	Buy	287 +1	+0.3%	+$421	0.03%	99
2023 Q1	$117K	Sell	286 -33	-10%	-$13.2K	0.03%	94
2022 Q4	$122K	Buy	319 +3	+0.9%	+$1.16K	0.03%	97
2022 Q3	$113K	Sell	316 -63	-17%	-$25.2K	0.04%	76
2022 Q2	$144K	Buy	+379	New	+$156K	0.04%	76
2021 Q4	$213K	Buy	447 +3	+0.7%	+$1.38K	0.06%	74
2021 Q3	$191K	Buy	+444	New	+$197K	0.06%	72

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

Bell Investment Advisors's IVV Position: Q1 2026 in Review

Bell Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 73% in Q1 2026, selling an estimated $258K and leaving 138 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #180.

Bell Investment Advisors first reported a position in IVV in Q3 2021 and has held it in 18 quarters since. The position peaked at $397K in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Bell Investment Advisors held 138 shares of iShares Core S&P 500 ETF worth $90.3K as of Q1 2026.
Bell Investment Advisors sold 378 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $258K.
iShares Core S&P 500 ETF made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #180 holding.
Bell Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's iShares Core S&P 500 ETF position peaked at $397K in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.