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BWM Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

BWM Planning’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 		$8.74M Sell
13,388
-2,527
-16% -$1.73M 2.31% 14
2025
Q4 		$10.9M Sell
15,915
-113
-0.7% -$76.7K 2.91% 12
2025
Q3 		$10.7M Sell
16,028
-147
-0.9% -$94.7K 3.19% 12
2025
Q2 		$10M Buy
16,175
+53
+0.3% +$30.4K 3.46% 10
2025
Q1 		$9.06M Sell
16,122
-1,457
-8% -$860K 3.83% 8
2024
Q4 		$10.3M Sell
17,579
-1,843
-9% -$1.09M 4.5% 5
2024
Q3 		$11.2M Buy
+19,422
New +$10.8M 4.97% 3

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

BWM Planning's IVV Position: Q1 2026 in Review

BWM Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q1 2026, selling an estimated $1.73M and leaving 13,388 shares worth $8.74M. The position accounts for 2.31% of the portfolio, ranked #14.

BWM Planning first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q3 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • BWM Planning held 13,388 shares of iShares Core S&P 500 ETF worth $8.74M as of Q1 2026.
  • BWM Planning sold 2,527 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.73M.
  • iShares Core S&P 500 ETF made up 2.31% of BWM Planning's portfolio in Q1 2026, its #14 holding.
  • BWM Planning first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • BWM Planning's iShares Core S&P 500 ETF position peaked at $11.2M in Q3 2024.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on BWM Planning's 13F filing for Q1 2026, filed 22 Apr 2026.