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

Bigelow 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 		$16.7M Sell
25,605
-92
-0.4% -$62.8K 6.7% 1
2025
Q4 		$17.6M Buy
25,697
+1,203
+5% +$817K 6.88% 1
2025
Q3 		$16.4M Buy
24,494
+198
+0.8% +$128K 6.61% 1
2025
Q2 		$15.1M Buy
24,296
+559
+2% +$321K 6.65% 1
2025
Q1 		$13.3M Sell
23,737
-207
-0.9% -$122K 6.34% 1
2024
Q4 		$14.1M Buy
23,944
+492
+2% +$291K 6.61% 1
2024
Q3 		$13.5M Sell
23,452
-1,036
-4% -$576K 6.03% 2
2024
Q2 		$13.4M Buy
24,488
+1,103
+5% +$580K 6.4% 2
2024
Q1 		$12.3M Sell
23,385
-1,241
-5% -$621K 6.04% 2
2023
Q4 		$11.8M Buy
24,626
+1,280
+5% +$573K 6.36% 2
2023
Q3 		$10M Buy
23,346
+88
+0.4% +$39.4K 5.76% 2
2023
Q2 		$10.4M Buy
23,258
+1,149
+5% +$484K 5.66% 2
2023
Q1 		$9.09M Buy
22,109
+20
+0.1% +$8.02K 5.23% 2
2022
Q4 		$8.49M Buy
22,089
+530
+2% +$205K 4.92% 2
2022
Q3 		$7.73M Buy
21,559
+704
+3% +$281K 4.61% 2
2022
Q2 		$7.91M Buy
20,855
+1,595
+8% +$656K 4.35% 2
2022
Q1 		$8.74M Buy
19,260
+2,269
+13% +$1.01M 4.08% 2
2021
Q4 		$8.11M Buy
16,991
+1,440
+9% +$664K 3.68% 5
2021
Q3 		$6.7M Buy
15,551
+1,091
+8% +$483K 3.3% 5
2021
Q2 		$6.22M Hold
14,460
– – 3.02% 8
2021
Q1 		$5.75M Buy
14,460
+975
+7% +$377K 2.92% 8
2020
Q4 		$5.06M Buy
13,485
+1,036
+8% +$369K 2.68% 9
2020
Q3 		$4.18M Buy
12,449
+2,038
+20% +$678K 2.48% 9
2020
Q2 		$3.22M Sell
10,411
-309
-3% -$90.7K 2.09% 9
2020
Q1 		$2.77M Sell
10,720
-339
-3% -$104K 2.08% 11
2019
Q4 		$3.58M Buy
11,059
+107
+1% +$33.1K 2.09% 10
2019
Q3 		$3.27M Buy
10,952
+633
+6% +$188K 2.08% 10
2019
Q2 		$3.04M Buy
10,319
+6,074
+143% +$1.76M 2.04% 9
2019
Q1 		$1.21M Buy
4,245
+1,535
+57% +$420K 0.84% 31
2018
Q4 		$682K Buy
2,710
+1,290
+91% +$350K 0.51% 57
2018
Q3 		$416K Buy
1,420
+591
+71% +$170K 0.28% 104
2018
Q2 		$226K Buy
+829
New +$226K 0.15% 138

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

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

Bigelow Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.36% in Q1 2026, selling an estimated $62.8K and leaving 25,605 shares worth $16.7M. The position accounts for 6.7% of the portfolio, ranked #1.

Bigelow Investment Advisors first reported a position in IVV in Q2 2018 and has held it in 32 quarters since. The position peaked at $17.6M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Bigelow Investment Advisors held 25,605 shares of iShares Core S&P 500 ETF worth $16.7M as of Q1 2026.
  • Bigelow Investment Advisors sold 92 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $62.8K.
  • iShares Core S&P 500 ETF made up 6.7% of Bigelow Investment Advisors's portfolio in Q1 2026, its #1 holding.
  • Bigelow Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
  • Bigelow Investment Advisors's iShares Core S&P 500 ETF position peaked at $17.6M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.