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Berger Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Berger Financial Group’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 		$2.22M Buy
3,402
+106
+3% +$72.4K 0.12% 132
2025
Q4 		$2.26M Sell
3,296
-6
-0.2% -$4.07K 0.13% 130
2025
Q3 		$2.21M Buy
3,302
+467
+16% +$301K 0.13% 131
2025
Q2 		$1.76M Sell
2,835
-3
-0.1% -$1.72K 0.11% 140
2025
Q1 		$1.59M Sell
2,838
-144
-5% -$85K 0.11% 142
2024
Q4 		$1.76M Sell
2,982
-104
-3% -$61.6K 0.12% 134
2024
Q3 		$1.78M Buy
3,086
+506
+20% +$281K 0.13% 127
2024
Q2 		$1.41M Buy
2,580
+88
+4% +$46.3K 0.11% 130
2024
Q1 		$1.31M Buy
2,492
+141
+6% +$70.6K 0.11% 131
2023
Q4 		$1.12M Buy
2,351
+17
+0.7% +$7.61K 0.12% 113
2023
Q3 		$1M Buy
2,334
+15
+0.6% +$6.71K 0.12% 116
2023
Q2 		$1.03M Buy
2,319
+372
+19% +$157K 0.12% 111
2023
Q1 		$800K Sell
1,947
-280
-13% -$112K 0.1% 123
2022
Q4 		$856K Buy
+2,227
New +$859K 0.11% 112
2022
Q3 		– Sell
-2,133
Closed -$809K – 245
2022
Q2 		$809K Buy
2,133
+86
+4% +$35.4K 0.12% 102
2022
Q1 		$929K Buy
2,047
+23
+1% +$10.3K 0.12% 105
2021
Q4 		$965K Buy
2,024
+141
+7% +$65K 0.13% 106
2021
Q3 		$811K Hold
1,883
– – 0.15% 87
2021
Q2 		$810K Buy
1,883
+192
+11% +$80.4K 0.15% 86
2021
Q1 		$673K Buy
1,691
+1,079
+176% +$418K 0.15% 91
2020
Q4 		$230K Buy
+612
New +$218K 0.04% 186

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

Berger Financial Group's IVV Position: Q1 2026 in Review

Berger Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2026, buying an estimated $72.4K and bringing the position to 3,402 shares worth $2.22M. The position accounts for 0.12% of the portfolio, ranked #132.

Berger Financial Group first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.26M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Berger Financial Group held 3,402 shares of iShares Core S&P 500 ETF worth $2.22M as of Q1 2026.
  • Berger Financial Group bought 106 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $72.4K.
  • iShares Core S&P 500 ETF made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #132 holding.
  • Berger Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • Berger Financial Group's iShares Core S&P 500 ETF position peaked at $2.26M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.