CBIZ Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

CBIZ Investment Advisory Services’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	$38.2M	Sell	58,356 -1,319	-2%	-$901K	1.4%	10
2025 Q4	$40.9M	Sell	59,675 -238	-0.4%	-$162K	1.55%	9
2025 Q3	$40.1M	Buy	59,913 +41	+0.1%	+$26.4K	1.57%	9
2025 Q2	$37.2M	Buy	59,872 +9,842	+20%	+$5.65M	1.65%	9
2025 Q1	$28.1M	Buy	50,030 +17,922	+56%	+$10.6M	1.38%	9
2024 Q4	$18.9M	Sell	32,108 -48	-0.1%	-$28.4K	0.94%	13
2024 Q3	$18.5M	Buy	32,156 +713	+2%	+$396K	0.96%	14
2024 Q2	$17.2M	Buy	31,443 +2,322	+8%	+$1.22M	0.97%	14
2024 Q1	$15.3M	Buy	29,121 +831	+3%	+$416K	1.06%	13
2023 Q4	$13.7M	Buy	28,290 +3,528	+14%	+$1.58M	1.04%	13
2023 Q3	$10.6M	Hold	24,762	–	–	0.98%	11
2023 Q2	$11M	Sell	24,762 -2,051	-8%	-$864K	0.94%	12
2023 Q1	$10.2M	Buy	26,813 +284	+1%	+$114K	0.89%	12
2022 Q4	$10.2M	Hold	26,529	–	–	3.97%	8
2022 Q3	$9.52M	Sell	26,529 -21,735	-45%	-$8.68M	9.56%	4
2022 Q2	$18.3M	Buy	+48,264	New	+$19.9M	1.68%	13
2022 Q1	–	Sell	-48,487	Closed	-$23.1M	–	27
2021 Q4	$23.1M	Buy	+48,487	New	+$22.3M	1.8%	11
2021 Q3	–	Hold	0	–	–	–	23
2021 Q2	–	Hold	0	–	–	–	24
2021 Q1	–	Hold	0	–	–	–	17
2020 Q4	–	Hold	0	–	–	–	30
2020 Q3	–	Hold	0	–	–	–	31
2020 Q2	–	Hold	0	–	–	–	35
2020 Q1	–	Hold	0	–	–	–	20
2019 Q4	–	Hold	0	–	–	–	46

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

CBIZ Investment Advisory Services's IVV Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q1 2026, selling an estimated $901K and leaving 58,356 shares worth $38.2M. The position accounts for 1.4% of the portfolio, ranked #10.

CBIZ Investment Advisory Services first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $40.9M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

CBIZ Investment Advisory Services held 58,356 shares of iShares Core S&P 500 ETF worth $38.2M as of Q1 2026.
CBIZ Investment Advisory Services sold 1,319 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $901K.
iShares Core S&P 500 ETF made up 1.4% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #10 holding.
CBIZ Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
CBIZ Investment Advisory Services's iShares Core S&P 500 ETF position peaked at $40.9M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.