Belvedere Trading
IVV icon

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 		$392K Buy
600
+400
+200% +$273K ﹤0.01% 275
2025
Q4 		$137K Buy
+200
New +$136K ﹤0.01% 533
2025
Q1 		– Sell
-1,700
Closed -$1M – 820
2024
Q4 		$1M Buy
1,700
+1,400
+467% +$829K ﹤0.01% 162
2024
Q3 		$173K Buy
300
+200
+200% +$111K ﹤0.01% 382
2024
Q2 		$54.7K Buy
+100
New +$52.6K ﹤0.01% 503
2024
Q1 		– Sell
-200
Closed -$95.5K – 814
2023
Q4 		$95.5K Sell
200
-100
-33% -$44.8K ﹤0.01% 467
2023
Q3 		$129K Buy
300
+100
+50% +$44.7K ﹤0.01% 288
2023
Q2 		$89.1K Sell
200
-1,800
-90% -$759K ﹤0.01% 451
2023
Q1 		$822K Buy
2,000
+1,800
+900% +$722K ﹤0.01% 88
2022
Q4 		$76.8K Buy
+200
New +$77.2K ﹤0.01% 539

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

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.