Cravens & Co Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Cravens & Co 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	$588K	Hold	900	–	–	0.38%	42
2025 Q4	$627K	Hold	900	–	–	0.41%	41
2025 Q3	$602K	Hold	900	–	–	0.41%	42
2025 Q2	$559K	Hold	900	–	–	0.42%	39
2025 Q1	$506K	Hold	900	–	–	0.39%	42
2024 Q4	$530K	Hold	900	–	–	0.4%	41
2024 Q3	$519K	Hold	900	–	–	0.4%	41
2024 Q2	$493K	Hold	900	–	–	0.37%	44
2024 Q1	$473K	Hold	900	–	–	0.39%	46
2023 Q4	$430K	Hold	900	–	–	0.37%	47
2023 Q3	$386K	Hold	900	–	–	0.36%	49
2023 Q2	$401K	Hold	900	–	–	0.37%	49
2023 Q1	$370K	Hold	900	–	–	0.35%	50
2022 Q4	$346K	Buy	+900	New	+$347K	0.32%	56

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

Cravens & Co Advisors's IVV Position: Q1 2026 in Review

Cravens & Co Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 900 shares worth $588K. The position accounts for 0.38% of the portfolio, ranked #42.

Cravens & Co Advisors first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $627K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Cravens & Co Advisors held 900 shares of iShares Core S&P 500 ETF worth $588K as of Q1 2026.
Cravens & Co Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.38% of Cravens & Co Advisors's portfolio in Q1 2026, its #42 holding.
Cravens & Co Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Cravens & Co Advisors's iShares Core S&P 500 ETF position peaked at $627K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Cravens & Co Advisors's 13F filing for Q1 2026, filed 14 May 2026.