Center For Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Center For Asset 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	$443K	Buy	679 +3	+0.4%	+$2.05K	0.22%	92
2025 Q4	$463K	Buy	676 +2	+0.3%	+$1.36K	0.24%	88
2025 Q3	$451K	Sell	674 -47	-7%	-$30.3K	0.24%	86
2025 Q2	$426K	Sell	721 -3	-0.4%	-$1.72K	0.26%	76
2025 Q1	$407K	Buy	724 +3	+0.4%	+$1.77K	0.25%	86
2024 Q4	$425K	Sell	721 -314	-30%	-$186K	0.27%	74
2024 Q3	$597K	Buy	1,035 +4	+0.4%	+$2.22K	0.36%	63
2024 Q2	$564K	Buy	1,031 +3	+0.3%	+$1.58K	0.37%	59
2024 Q1	$540K	Sell	1,028 -206	-17%	-$103K	0.44%	54
2023 Q4	$590K	Buy	1,234 +165	+15%	+$73.9K	0.54%	41
2023 Q3	$459K	Buy	+1,069	New	+$478K	0.46%	52

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

Center For Asset Management's IVV Position: Q1 2026 in Review

Center For Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.44% in Q1 2026, buying an estimated $2.05K and bringing the position to 679 shares worth $443K. The position accounts for 0.22% of the portfolio, ranked #92.

Center For Asset Management first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $597K in Q3 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Center For Asset Management held 679 shares of iShares Core S&P 500 ETF worth $443K as of Q1 2026.
Center For Asset Management bought 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.22% of Center For Asset Management's portfolio in Q1 2026, its #92 holding.
Center For Asset Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Center For Asset Management's iShares Core S&P 500 ETF position peaked at $597K in Q3 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.