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Cooper/Haims Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cooper/Haims Advisors’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 		– Sell
-7,500
Closed -$41.7K – 107
2025
Q4 		$41.7K Buy
+7,500
New +$5.09M 0.02% 100

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

Cooper/Haims Advisors's IVV Position: Q1 2026 in Review

Cooper/Haims Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $225K and leaving 27,962 shares worth $18.3M. The position accounts for 8.6% of the portfolio, ranked #3.

Cooper/Haims Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $24M in Q3 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Cooper/Haims Advisors held 27,962 shares of iShares Core S&P 500 ETF worth $18.3M as of Q1 2026.
  • Cooper/Haims Advisors sold 330 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $225K.
  • iShares Core S&P 500 ETF made up 8.6% of Cooper/Haims Advisors's portfolio in Q1 2026, its #3 holding.
  • Cooper/Haims Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
  • Cooper/Haims Advisors's iShares Core S&P 500 ETF position peaked at $24M in Q3 2021.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.