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Boreal Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Boreal Capital 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 		$114K Sell
175
-1,160
-87% -$792K 0.09% 142
2025
Q4 		$914K Hold
1,335
– – 0.69% 37
2025
Q3 		$894K Hold
1,335
– – 0.72% 29
2025
Q2 		$829K Buy
+1,335
New +$767K 0.68% 31

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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

Boreal Capital Management's IVV Position: Q1 2026 in Review

Boreal Capital Management reduced its iShares Core S&P 500 ETF (IVV) stake by 87% in Q1 2026, selling an estimated $792K and leaving 175 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #142.

Boreal Capital Management first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $914K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Boreal Capital Management held 175 shares of iShares Core S&P 500 ETF worth $114K as of Q1 2026.
  • Boreal Capital Management sold 1,160 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $792K.
  • iShares Core S&P 500 ETF made up 0.09% of Boreal Capital Management's portfolio in Q1 2026, its #142 holding.
  • Boreal Capital Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's iShares Core S&P 500 ETF position peaked at $914K in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.