Ciovacco Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ciovacco Capital 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	$300K	Hold	459	–	–	0.18%	23
2025 Q4	$315K	Hold	459	–	–	0.16%	22
2025 Q3	$307K	Buy	+459	New	+$296K	0.15%	24
2022 Q3	–	Sell	-10,307	Closed	-$3.91M	–	19
2022 Q2	$3.91M	Buy	+10,307	New	+$4.24M	11.49%	3
2022 Q1	–	Sell	-428	Closed	-$204K	–	27
2021 Q4	$204K	Buy	+428	New	+$197K	0.12%	31

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

Ciovacco Capital Management's IVV Position: Q1 2026 in Review

Ciovacco Capital Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 459 shares worth $300K. The position accounts for 0.18% of the portfolio, ranked #23.

Ciovacco Capital Management first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.91M in Q2 2022. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ciovacco Capital Management held 459 shares of iShares Core S&P 500 ETF worth $300K as of Q1 2026.
Ciovacco Capital Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.18% of Ciovacco Capital Management's portfolio in Q1 2026, its #23 holding.
Ciovacco Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
Ciovacco Capital Management's iShares Core S&P 500 ETF position peaked at $3.91M in Q2 2022.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ciovacco Capital Management's 13F filing for Q1 2026, filed 11 May 2026.