Black Swift Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Black Swift 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	$1.39M	Hold	2,121	–	–	0.24%	66
2025 Q4	$1.45M	Hold	2,121	–	–	0.24%	65
2025 Q3	$1.42M	Buy	2,121 +525	+33%	+$338K	0.25%	59
2025 Q2	$991K	Sell	1,596 -155	-9%	-$89K	0.2%	61
2025 Q1	$984K	Buy	1,751 +936	+115%	+$553K	0.22%	66
2024 Q4	$480K	Buy	815 +238	+41%	+$141K	0.1%	96
2024 Q3	$333K	Hold	577	–	–	0.07%	99
2024 Q2	$316K	Sell	577 -110	-16%	-$57.8K	0.07%	92
2024 Q1	$319K	Buy	687 +3	+0.4%	+$1.5K	0.08%	85
2023 Q4	$327K	Hold	684	–	–	0.1%	74
2023 Q3	$294K	Hold	684	–	–	0.1%	77
2023 Q2	$305K	Buy	684 +183	+37%	+$77.1K	0.1%	80
2023 Q1	$206K	Buy	+501	New	+$201K	0.07%	80
2022 Q2	–	Sell	-501	Closed	-$227K	–	85
2022 Q1	$227K	Hold	501	–	–	0.09%	86
2021 Q4	$239K	Hold	501	–	–	0.07%	90
2021 Q3	$216K	Hold	501	–	–	0.06%	81
2021 Q2	$215K	Hold	501	–	–	0.1%	72
2021 Q1	$199K	Buy	+501	New	+$194K	0.06%	80
2019 Q1	–	Sell	-24	Closed	-$6K	–	83
2018 Q4	$6K	Hold	24	–	–	0.02%	38
2018 Q3	$7K	Buy	+24	New	+$6.88K	﹤0.01%	57
2017 Q4	–	Sell	-27	Closed	-$7K	–	53
2017 Q3	$7K	Buy	+27	New	+$6.71K	0.01%	30

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

Black Swift Group's IVV Position: Q1 2026 in Review

Black Swift Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 2,121 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #66.

Black Swift Group first reported a position in IVV in Q3 2017 and has held it in 21 quarters since. The position peaked at $1.45M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Black Swift Group held 2,121 shares of iShares Core S&P 500 ETF worth $1.39M as of Q1 2026.
Black Swift Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.24% of Black Swift Group's portfolio in Q1 2026, its #66 holding.
Black Swift Group first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 21 quarters since.
Black Swift Group's iShares Core S&P 500 ETF position peaked at $1.45M in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Black Swift Group's 13F filing for Q1 2026, filed 24 Apr 2026.