Creative Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-600	Closed	-$2.13K	–	2736
2023 Q1	$2.13K	Hold	600	–	–	﹤0.01%	2516
2022 Q4	$1.16K	Buy	+600	New	+$232K	﹤0.01%	2441
2020 Q1	–	Sell	-400	Closed	-$2K	–	1984
2019 Q4	$2K	Buy	+400	New	+$124K	﹤0.01%	1951
2016 Q4	–	Sell	-1,000	Closed	-$3K	–	4724
2016 Q3	$3K	Buy	+1,000	New	+$218K	﹤0.01%	4101

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's IVV Position: Q1 2026 in Review

Creative Planning increased its iShares Core S&P 500 ETF (IVV) stake by 4.5% in Q1 2026, buying an estimated $700M and bringing the position to 24,018,496 shares worth $15.7B. The position accounts for 10.64% of the portfolio, ranked #1.

Creative Planning first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.7B in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Creative Planning held 24,018,496 shares of iShares Core S&P 500 ETF worth $15.7B as of Q1 2026.
Creative Planning bought 1,025,490 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $700M.
iShares Core S&P 500 ETF made up 10.64% of Creative Planning's portfolio in Q1 2026, its #1 holding.
Creative Planning first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
Creative Planning's iShares Core S&P 500 ETF position peaked at $15.7B in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.