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

Boulder Wealth 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	$34.2M	Sell	52,321 -17,465	-25%	-$11.9M	13.62%	2
2025 Q4	$47.8M	Buy	69,786 +764	+1%	+$519K	20.2%	1
2025 Q3	$46.2M	Buy	+69,022	New	+$44.5M	21.48%	1
2025 Q1	$26.9M	Buy	47,794 +880	+2%	+$520K	15.63%	2
2024 Q4	$27.6M	Buy	46,914 +505	+1%	+$299K	14.23%	2
2024 Q3	$26.8M	Sell	46,409 -8,065	-15%	-$4.48M	14.55%	2
2024 Q2	$29.8M	Buy	54,474 +1,201	+2%	+$632K	17.39%	2
2024 Q1	$28M	Buy	+53,273	New	+$26.7M	17.35%	2
2022 Q4	$16.8M	Buy	+43,785	New	+$16.9M	15.05%	1

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

Boulder Wealth Advisors's IVV Position: Q1 2026 in Review

Boulder Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 25% in Q1 2026, selling an estimated $11.9M and leaving 52,321 shares worth $34.2M. The position accounts for 13.62% of the portfolio, ranked #2.

Boulder Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 9 quarters since. The position peaked at $47.8M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Boulder Wealth Advisors held 52,321 shares of iShares Core S&P 500 ETF worth $34.2M as of Q1 2026.
Boulder Wealth Advisors sold 17,465 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.9M.
iShares Core S&P 500 ETF made up 13.62% of Boulder Wealth Advisors's portfolio in Q1 2026, its #2 holding.
Boulder Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 9 quarters since.
Boulder Wealth Advisors's iShares Core S&P 500 ETF position peaked at $47.8M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.