Belvedere Trading’s iShares Core S&P 500 ETF IVV Stock Holding History

Belvedere Trading’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	–	Sell	-3,300	Closed	-$2.26M	–	866
2025 Q4	$2.26M	Hold	3,300	–	–	﹤0.01%	124
2025 Q3	$2.21M	Buy	3,300 +200	+6%	+$129K	﹤0.01%	102
2025 Q2	$1.92M	Sell	3,100 -2,900	-48%	-$1.67M	﹤0.01%	99
2025 Q1	$3.37M	Buy	6,000 +5,800	+2,900%	+$3.42M	﹤0.01%	58
2024 Q4	$118K	Sell	200 -2,800	-93%	-$1.66M	﹤0.01%	494
2024 Q3	$1.73M	Sell	3,000 -1,100	-27%	-$612K	﹤0.01%	85
2024 Q2	$2.24M	Sell	4,100 -6,500	-61%	-$3.42M	﹤0.01%	86
2024 Q1	$5.57M	Buy	10,600 +7,600	+253%	+$3.8M	0.01%	42
2023 Q4	$1.43M	Sell	3,000 -100	-3%	-$44.8K	﹤0.01%	75
2023 Q3	$1.33M	Sell	3,100 -100	-3%	-$44.7K	﹤0.01%	64
2023 Q2	$1.43M	Buy	+3,200	New	+$1.35M	﹤0.01%	61

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

Belvedere Trading's IVV Position: Q1 2026 in Review

Belvedere Trading opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 660 shares worth $431K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in IVV as recently as Q3 2025.

Belvedere Trading first reported a position in IVV in Q4 2022 and has held it in 9 quarters since. The position peaked at $12M in Q2 2023. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Belvedere Trading held 660 shares of iShares Core S&P 500 ETF worth $431K as of Q1 2026.
iShares Core S&P 500 ETF was a new Belvedere Trading position in Q1 2026.
iShares Core S&P 500 ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q1 2026, its #261 holding.
Belvedere Trading first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
Belvedere Trading's iShares Core S&P 500 ETF position peaked at $12M in Q2 2023.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Belvedere Trading's 13F filing for Q1 2026, filed 12 May 2026.