Commonwealth Equity Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.72B | Sell |
2,640,321
-86,889
| -3% | -$59.3M | 2.41% | 2 |
|
|
2025
Q4 | $1.87B | Sell |
2,727,210
-118,815
| -4% | -$80.7M | 2.49% | 2 |
|
|
2025
Q3 | $1.9B | Sell |
2,846,025
-9,610
| -0.3% | -$6.19M | 2.47% | 3 |
|
|
2025
Q2 | $1.77B | Sell |
2,855,635
-103,564
| -3% | -$59.5M | 2.34% | 3 |
|
|
2025
Q1 | $1.66B | Buy |
2,959,199
+159,613
| +6% | +$94.3M | 2.35% | 2 |
|
|
2024
Q4 | $1.65B | Sell |
2,799,586
-36,334
| -1% | -$21.5M | 2.41% | 2 |
|
|
2024
Q3 | $1.64B | Buy |
2,835,920
+21,985
| +0.8% | +$12.2M | 2.48% | 2 |
|
|
2024
Q2 | $1.54B | Buy |
2,813,935
+16,455
| +0.6% | +$8.65M | 2.44% | 4 |
|
|
2024
Q1 | $1.47B | Sell |
2,797,480
-24,718
| -0.9% | -$12.4M | 2.44% | 3 |
|
|
2023
Q4 | $1.35B | Buy |
2,822,198
+87,567
| +3% | +$39.2M | 2.47% | 2 |
|
|
2023
Q3 | $1.17B | Buy |
2,734,631
+171,990
| +7% | +$76.9M | 2.43% | 2 |
|
|
2023
Q2 | $1.14B | Buy |
2,562,641
+128,564
| +5% | +$54.2M | 2.32% | 2 |
|
|
2023
Q1 | $1M | Buy |
2,434,077
+120,943
| +5% | +$48.5M | 2.1% | 3 |
|
|
2022
Q4 | $889M | Buy |
2,313,134
+119,387
| +5% | +$46.1M | 2.14% | 2 |
|
|
2022
Q3 | $787M | Buy |
2,193,747
+252,639
| +13% | +$101M | 2.03% | 3 |
|
|
2022
Q2 | $736M | Buy |
1,941,108
+157,836
| +9% | +$64.9M | 1.92% | 3 |
|
|
2022
Q1 | $809M | Buy |
1,783,272
+123,445
| +7% | +$55.2M | 1.85% | 3 |
|
|
2021
Q4 | $792M | Buy |
1,659,827
+22,911
| +1% | +$10.6M | 1.78% | 3 |
|
|
2021
Q3 | $705M | Buy |
1,636,916
+25,824
| +2% | +$11.4M | 1.77% | 3 |
|
|
2021
Q2 | $693M | Buy |
1,611,092
+61,211
| +4% | +$25.6M | 1.76% | 3 |
|
|
2021
Q1 | $617M | Sell |
1,549,881
-53,413
| -3% | -$20.7M | 1.74% | 3 |
|
|
2020
Q4 | $602M | Sell |
1,603,294
-9,357
| -0.6% | -$3.33M | 1.81% | 4 |
|
|
2020
Q3 | $542M | Buy |
1,612,651
+2,688
| +0.2% | +$895K | 1.85% | 4 |
|
|
2020
Q2 | $499M | Buy |
1,609,963
+30,827
| +2% | +$9.05M | 1.88% | 4 |
|
|
2020
Q1 | $408M | Sell |
1,579,136
-6,293
| -0.4% | -$1.93M | 1.9% | 3 |
|
|
2019
Q4 | $512M | Buy |
1,585,429
+157,066
| +11% | +$48.6M | 1.95% | 3 |
|
|
2019
Q3 | $426M | Buy |
1,428,363
+7,691
| +0.5% | +$2.29M | 1.82% | 3 |
|
|
2019
Q2 | $419M | Buy |
1,420,672
+41,629
| +3% | +$12.1M | 1.84% | 3 |
|
|
2019
Q1 | $392M | Buy |
1,379,043
+59,906
| +5% | +$16.4M | 1.81% | 3 |
|
|
2018
Q4 | $332M | Buy |
1,319,137
+126,569
| +11% | +$34.4M | 1.76% | 4 |
|
|
2018
Q3 | $349M | Buy |
1,192,568
+28,170
| +2% | +$8.08M | 1.67% | 5 |
|
|
2018
Q2 | $318M | Buy |
1,164,398
+113,947
| +11% | +$31M | 1.66% | 5 |
|
|
2018
Q1 | $279M | Buy |
1,050,451
+26,122
| +3% | +$7.18M | 1.51% | 6 |
|
|
2017
Q4 | $275M | Buy |
1,024,329
+45,171
| +5% | +$11.8M | 1.5% | 6 |
|
|
2017
Q3 | $248M | Buy |
979,158
+43,011
| +5% | +$10.7M | 1.48% | 6 |
|
|
2017
Q2 | $228M | Buy |
936,147
+85,333
| +10% | +$20.6M | 1.45% | 6 |
|
|
2017
Q1 | $202M | Buy |
850,814
+117,023
| +16% | +$27.4M | 1.35% | 6 |
|
|
2016
Q4 | $165M | Buy |
733,791
+92,001
| +14% | +$20.2M | 1.22% | 8 |
|
|
2016
Q3 | $140M | Sell |
641,790
-22,409
| -3% | -$4.87M | 1.11% | 7 |
|
|
2016
Q2 | $140M | Sell |
664,199
-44,227
| -6% | -$9.23M | 1.18% | 8 |
|
|
2016
Q1 | $146M | Buy |
708,426
+121,061
| +21% | +$23.7M | 1.3% | 8 |
|
|
2015
Q4 | $120M | Buy |
587,365
+82,067
| +16% | +$17M | 1.14% | 8 |
|
|
2015
Q3 | $97.4M | Buy |
505,298
+71,122
| +16% | +$14.5M | 1.03% | 11 |
|
|
2015
Q2 | $90M | Sell |
434,176
-9,658
| -2% | -$2.04M | 0.89% | 17 |
|
|
2015
Q1 | $92.2M | Buy |
443,834
+41,074
| +10% | +$8.54M | 0.96% | 13 |
|
|
2014
Q4 | $83.3M | Buy |
402,760
+54,519
| +16% | +$11M | 0.93% | 15 |
|
|
2014
Q3 | $69M | Buy |
348,241
+11,646
| +3% | +$2.32M | 0.84% | 20 |
|
|
2014
Q2 | $66.3M | Sell |
336,595
-10,066
| -3% | -$1.93M | 0.81% | 19 |
|
|
2014
Q1 | $65.2M | Buy |
346,661
+12,310
| +4% | +$2.27M | 0.9% | 15 |
|
|
2013
Q4 | $62.1M | Buy |
334,351
+42,962
| +15% | +$7.65M | 0.9% | 17 |
|
|
2013
Q3 | $49.2M | Buy |
291,389
+16,342
| +6% | +$2.75M | 0.8% | 21 |
|
|
2013
Q2 | $44.3M | Buy |
+275,047
| New | +$44.5M | 0.78% | 22 |
|
Other funds holding IVV
Commonwealth Equity Services's IVV Position: Q1 2026 in Review
Commonwealth Equity Services reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2026, selling an estimated $59.3M and leaving 2,640,321 shares worth $1.72B. The position accounts for 2.41% of the portfolio, ranked #2.
Commonwealth Equity Services first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.9B in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Commonwealth Equity Services held 2,640,321 shares of iShares Core S&P 500 ETF worth $1.72B as of Q1 2026.
- Commonwealth Equity Services sold 86,889 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $59.3M.
- iShares Core S&P 500 ETF made up 2.41% of Commonwealth Equity Services's portfolio in Q1 2026, its #2 holding.
- Commonwealth Equity Services first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's iShares Core S&P 500 ETF position peaked at $1.9B in Q3 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.