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Consolidated Portfolio Review Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Consolidated Portfolio Review Corp’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 		$88.2M Buy
134,965
+13
+0% +$8.88K 8.05% 2
2025
Q4 		$92.4M Buy
134,952
+124,886
+1,241% +$84.8M 7.99% 3
2025
Q3 		$6.74M Buy
10,066
+3,099
+44% +$2M 0.85% 21
2025
Q2 		$4.33M Buy
6,967
+5,084
+270% +$2.92M 0.6% 41
2025
Q1 		$1.06M Buy
1,883
+507
+37% +$299K 0.17% 138
2024
Q4 		$810K Buy
1,376
+713
+108% +$422K 0.13% 179
2024
Q3 		$382K Sell
663
-71
-10% -$39.5K 0.09% 215
2024
Q2 		$402K Buy
734
+144
+24% +$75.7K 0.09% 194
2024
Q1 		$310K Sell
590
-300
-34% -$150K 0.08% 203
2023
Q4 		$425K Sell
890
-52
-6% -$23.3K 0.1% 188
2023
Q3 		$404K Sell
942
-41
-4% -$18.3K 0.1% 195
2023
Q2 		$438K Sell
983
-141
-13% -$59.4K 0.1% 175
2023
Q1 		$462K Buy
+1,124
New +$451K 0.13% 164

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 $374B AUM 17.66% 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

Consolidated Portfolio Review Corp's IVV Position: Q1 2026 in Review

Consolidated Portfolio Review Corp increased its iShares Core S&P 500 ETF (IVV) stake by 0.01% in Q1 2026, buying an estimated $8.88K and bringing the position to 134,965 shares worth $88.2M. The position accounts for 8.05% of the portfolio, ranked #2.

Consolidated Portfolio Review Corp first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $92.4M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Consolidated Portfolio Review Corp held 134,965 shares of iShares Core S&P 500 ETF worth $88.2M as of Q1 2026.
  • Consolidated Portfolio Review Corp bought 13 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $8.88K.
  • iShares Core S&P 500 ETF made up 8.05% of Consolidated Portfolio Review Corp's portfolio in Q1 2026, its #2 holding.
  • Consolidated Portfolio Review Corp first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Consolidated Portfolio Review Corp's iShares Core S&P 500 ETF position peaked at $92.4M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Consolidated Portfolio Review Corp's 13F filing for Q1 2026, filed 27 Apr 2026.