Caitlin John’s iShares Core S&P 500 ETF IVV Stock Holding History

Caitlin John’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	$472K	Hold	722	–	–	0.28%	59
2025 Q4	$495K	Buy	722 +180	+33%	+$122K	0.32%	67
2025 Q3	$363K	Sell	542 -6	-1%	-$3.86K	0.25%	91
2025 Q2	$340K	Sell	548 -112	-17%	-$64.3K	0.31%	80
2025 Q1	$371K	Sell	660 -72	-10%	-$42.5K	0.36%	75
2024 Q4	$431K	Buy	732 +88	+14%	+$52.1K	0.28%	76
2024 Q3	$387K	Buy	644 +58	+10%	+$32.2K	0.24%	99
2024 Q2	$321K	Sell	586 -4	-0.7%	-$2.1K	0.23%	98
2024 Q1	$310K	Sell	590 -99	-14%	-$49.5K	0.23%	92
2023 Q4	$329K	Buy	+689	New	+$308K	0.27%	87

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

Caitlin John's IVV Position: Q1 2026 in Review

Caitlin John held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 722 shares worth $472K. The position accounts for 0.28% of the portfolio, ranked #59.

Caitlin John first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $495K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Caitlin John held 722 shares of iShares Core S&P 500 ETF worth $472K as of Q1 2026.
Caitlin John left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.28% of Caitlin John's portfolio in Q1 2026, its #59 holding.
Caitlin John first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Caitlin John's iShares Core S&P 500 ETF position peaked at $495K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.