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Commonwealth Retirement Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Commonwealth Retirement Investments’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 		$8.04M Buy
12,311
+3,189
+35% +$2.18M 2.49% 13
2025
Q4 		$6.25M Buy
9,122
+551
+6% +$374K 2.01% 14
2025
Q3 		$5.74M Buy
8,571
+56
+0.7% +$36.1K 1.95% 15
2025
Q2 		$5.29M Sell
8,515
-5,718
-40% -$3.28M 2.01% 15
2025
Q1 		$8M Sell
14,233
-286
-2% -$169K 3.25% 8
2024
Q4 		$8.55M Sell
14,519
-1,408
-9% -$833K 3.52% 5
2024
Q3 		$9.19M Buy
15,927
+174
+1% +$96.7K 3.85% 5
2024
Q2 		$8.62M Sell
15,753
-1,179
-7% -$620K 3.95% 4
2024
Q1 		$8.9M Sell
16,932
-2,058
-11% -$1.03M 4.25% 4
2023
Q4 		$9.07M Buy
18,990
+835
+5% +$374K 4.81% 3
2023
Q3 		$7.8M Buy
18,155
+2,103
+13% +$941K 4.5% 4
2023
Q2 		$7.15M Sell
16,052
-82
-0.5% -$34.6K 3.99% 5
2023
Q1 		$6.63M Buy
16,134
+369
+2% +$148K 3.93% 6
2022
Q4 		$6.06M Buy
+15,765
New +$6.08M 3.67% 8

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 $424B AUM 22.94% 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

Commonwealth Retirement Investments's IVV Position: Q1 2026 in Review

Commonwealth Retirement Investments increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q1 2026, buying an estimated $2.18M and bringing the position to 12,311 shares worth $8.04M. The position accounts for 2.49% of the portfolio, ranked #13.

Commonwealth Retirement Investments first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.19M in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Commonwealth Retirement Investments held 12,311 shares of iShares Core S&P 500 ETF worth $8.04M as of Q1 2026.
  • Commonwealth Retirement Investments bought 3,189 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.18M.
  • iShares Core S&P 500 ETF made up 2.49% of Commonwealth Retirement Investments's portfolio in Q1 2026, its #13 holding.
  • Commonwealth Retirement Investments first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Retirement Investments's iShares Core S&P 500 ETF position peaked at $9.19M in Q3 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q1 2026, filed 11 May 2026.