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Coastline Complete Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Coastline Complete Wealth’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 		$5.48M Buy
8,394
+29
+0.3% +$19.8K 3.4% 8
2025
Q4 		$5.73M Buy
+8,365
New +$5.68M 3.61% 7

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Coastline Complete Wealth's IVV Position: Q1 2026 in Review

Coastline Complete Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 0.35% in Q1 2026, buying an estimated $19.8K and bringing the position to 8,394 shares worth $5.48M. The position accounts for 3.4% of the portfolio, ranked #8.

Coastline Complete Wealth first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.73M in Q4 2025. 3,993 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Coastline Complete Wealth held 8,394 shares of iShares Core S&P 500 ETF worth $5.48M as of Q1 2026.
  • Coastline Complete Wealth bought 29 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $19.8K.
  • iShares Core S&P 500 ETF made up 3.4% of Coastline Complete Wealth's portfolio in Q1 2026, its #8 holding.
  • Coastline Complete Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • Coastline Complete Wealth's iShares Core S&P 500 ETF position peaked at $5.73M in Q4 2025.
  • 3,993 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.