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

BLVD Private 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 		$299K Sell
458
-1
-0.2% -$683 0.26% 50
2025
Q4 		$314K Buy
459
+7
+2% +$4.75K 0.27% 49
2025
Q3 		$303K Sell
452
-10
-2% -$6.44K 0.26% 54
2025
Q2 		$287K Buy
+462
New +$265K 0.27% 52

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

BLVD Private Wealth's IVV Position: Q1 2026 in Review

BLVD Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q1 2026, selling an estimated $683 and leaving 458 shares worth $299K. The position accounts for 0.26% of the portfolio, ranked #50.

BLVD Private Wealth first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $314K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • BLVD Private Wealth held 458 shares of iShares Core S&P 500 ETF worth $299K as of Q1 2026.
  • BLVD Private Wealth sold 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
  • iShares Core S&P 500 ETF made up 0.26% of BLVD Private Wealth's portfolio in Q1 2026, its #50 holding.
  • BLVD Private Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • BLVD Private Wealth's iShares Core S&P 500 ETF position peaked at $314K in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on BLVD Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.