Berkshire Money Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Berkshire Money Management’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	-1,569	Closed	-$1.07M	–	82
2025 Q4	$1.07M	Buy	+1,569	New	+$1.07M	0.1%	48
2025 Q3	–	Sell	-407	Closed	-$252K	–	84
2025 Q2	$252K	Sell	407 -73	-15%	-$41.9K	0.03%	88
2025 Q1	$269K	Sell	480 -92	-16%	-$54.3K	0.03%	80
2024 Q4	$336K	Buy	+572	New	+$339K	0.04%	66
2024 Q2	–	Sell	-568	Closed	-$299K	–	56
2024 Q1	$299K	Buy	+568	New	+$284K	0.04%	66
2020 Q2	–	Sell	-428	Closed	-$111K	–	56
2020 Q1	$111K	Sell	428 -208	-33%	-$63.7K	0.03%	45
2019 Q4	$206K	Buy	+636	New	+$197K	0.04%	37
2019 Q1	–	Sell	-894	Closed	-$225K	–	30
2018 Q4	$225K	Sell	894 -76	-8%	-$20.6K	0.06%	30
2018 Q3	$284K	Hold	970	–	–	0.06%	23
2018 Q2	$269K	Hold	970	–	–	0.06%	22
2018 Q1	$257K	Hold	970	–	–	0.06%	26
2017 Q4	$261K	Hold	970	–	–	0.07%	22
2017 Q3	$251K	Hold	970	–	–	0.07%	23
2017 Q2	$236K	Hold	970	–	–	0.07%	21
2017 Q1	$230K	Sell	970 -84	-8%	-$19.6K	0.07%	20
2016 Q4	$237K	Sell	1,054 -2,546	-71%	-$560K	0.07%	21
2016 Q3	$783K	Hold	3,600	–	–	0.24%	19
2016 Q2	$758K	Buy	+3,600	New	+$751K	0.26%	19

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

Berkshire Money Management's IVV Position: Q1 2026 in Review

Berkshire Money Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,569 shares — an estimated $1.07M sold.

Berkshire Money Management first reported a position in IVV in Q2 2016 and held it in 18 quarters. The position peaked at $1.07M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Berkshire Money Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 1,569 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.07M.
Berkshire Money Management first reported a position in iShares Core S&P 500 ETF in Q2 2016 and held it in 18 quarters.
Berkshire Money Management's iShares Core S&P 500 ETF position peaked at $1.07M in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.