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BIP Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

BIP Wealth’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
25,595
-186
-0.7% -$127K 0.68% 33
2025
Q4 		$17.7M Buy
25,781
+7,618
+42% +$5.17M 0.62% 36
2025
Q3 		$12.2M Buy
18,163
+3,191
+21% +$2.06M 0.6% 32
2025
Q2 		$9.3M Buy
14,972
+1,312
+10% +$753K 0.57% 31
2025
Q1 		$7.68M Sell
13,660
-509
-4% -$301K 0.5% 33
2024
Q4 		$8.34M Sell
14,169
-314
-2% -$186K 0.56% 27
2024
Q3 		$8.35M Buy
14,483
+1,010
+7% +$562K 0.57% 28
2024
Q2 		$7.37M Buy
13,473
+215
+2% +$113K 0.6% 25
2024
Q1 		$6.97M Buy
13,258
+267
+2% +$134K 0.51% 32
2023
Q4 		$6.21M Sell
12,991
-112
-0.9% -$50.1K 0.49% 34
2023
Q3 		$5.63M Buy
13,103
+1,250
+11% +$559K 0.52% 33
2023
Q2 		$5.28M Sell
11,853
-646
-5% -$272K 0.43% 35
2023
Q1 		$5.14M Buy
+12,499
New +$5.01M 0.57% 36

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

BIP Wealth's IVV Position: Q1 2026 in Review

BIP Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q1 2026, selling an estimated $127K and leaving 25,595 shares worth $16.7M. The position accounts for 0.68% of the portfolio, ranked #33.

BIP Wealth first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.7M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • BIP Wealth held 25,595 shares of iShares Core S&P 500 ETF worth $16.7M as of Q1 2026.
  • BIP Wealth sold 186 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $127K.
  • iShares Core S&P 500 ETF made up 0.68% of BIP Wealth's portfolio in Q1 2026, its #33 holding.
  • BIP Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's iShares Core S&P 500 ETF position peaked at $17.7M in Q4 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.