Compton Wealth Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Compton Wealth Advisory Group’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	$847K	Hold	1,287	–	–	0.19%	57
2025 Q4	$882K	Hold	1,287	–	–	0.19%	57
2025 Q3	$862K	Hold	1,287	–	–	0.2%	56
2025 Q2	$799K	Hold	1,287	–	–	0.2%	55
2025 Q1	$723K	Hold	1,287	–	–	0.2%	58
2024 Q4	$758K	Sell	1,287 -568	-31%	-$336K	0.2%	66
2024 Q3	$1.07M	Hold	1,855	–	–	0.27%	60
2024 Q2	$1.02M	Hold	1,855	–	–	0.27%	57
2024 Q1	$975K	Buy	1,855 +568	+44%	+$284K	0.27%	58
2023 Q4	$615K	Hold	1,287	–	–	0.19%	58
2023 Q3	$553K	Buy	1,287 +18	+1%	+$8.05K	0.19%	64
2023 Q2	$566K	Hold	1,269	–	–	0.19%	63
2023 Q1	$522K	Hold	1,269	–	–	0.18%	65
2022 Q4	$488K	Hold	1,269	–	–	0.19%	70
2022 Q3	$455K	Hold	1,269	–	–	0.19%	69
2022 Q2	$481K	Hold	1,269	–	–	0.21%	74
2022 Q1	$576K	Hold	1,269	–	–	0.22%	75
2021 Q4	$605K	Hold	1,269	–	–	0.26%	60
2021 Q3	$547K	Hold	1,269	–	–	0.26%	60
2021 Q2	$546K	Buy	1,269 +4	+0.3%	+$1.68K	0.25%	59
2021 Q1	$503K	Hold	1,265	–	–	0.29%	59
2020 Q4	$475K	Hold	1,265	–	–	0.3%	55
2020 Q3	$425K	Buy	1,265 +2	+0.2%	+$666	0.32%	56
2020 Q2	$391K	Buy	1,263 +3	+0.2%	+$881	0.42%	57
2020 Q1	$326K	Hold	1,260	–	–	0.42%	50
2019 Q4	$407K	Buy	+1,260	New	+$390K	0.36%	48

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

Compton Wealth Advisory Group's IVV Position: Q1 2026 in Review

Compton Wealth Advisory Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,287 shares worth $847K. The position accounts for 0.19% of the portfolio, ranked #57.

Compton Wealth Advisory Group first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.07M in Q3 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Compton Wealth Advisory Group held 1,287 shares of iShares Core S&P 500 ETF worth $847K as of Q1 2026.
Compton Wealth Advisory Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.19% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #57 holding.
Compton Wealth Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
Compton Wealth Advisory Group's iShares Core S&P 500 ETF position peaked at $1.07M in Q3 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.