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

Chokshi & Queen 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 		$45M Buy
68,895
+1,063
+2% +$726K 24.05% 1
2025
Q4 		$46.5M Buy
67,832
+1,461
+2% +$992K 24.27% 1
2025
Q3 		$44.4M Buy
66,371
+1,291
+2% +$831K 23.52% 1
2025
Q2 		$40.4M Buy
65,080
+2,725
+4% +$1.56M 23.15% 1
2025
Q1 		$35M Buy
62,355
+91
+0.1% +$53.7K 21.37% 1
2024
Q4 		$36.7M Buy
+62,264
New +$36.9M 22.75% 1

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

Chokshi & Queen Wealth Advisors's IVV Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q1 2026, buying an estimated $726K and bringing the position to 68,895 shares worth $45M. The position accounts for 24.05% of the portfolio, ranked #1.

Chokshi & Queen Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.5M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 68,895 shares of iShares Core S&P 500 ETF worth $45M as of Q1 2026.
  • Chokshi & Queen Wealth Advisors bought 1,063 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $726K.
  • iShares Core S&P 500 ETF made up 24.05% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Chokshi & Queen Wealth Advisors's iShares Core S&P 500 ETF position peaked at $46.5M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.