DecisionPoint Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

DecisionPoint Financial’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	$613K	Hold	938	–	–	0.13%	32
2025 Q4	$642K	Buy	938 +462	+97%	+$314K	0.14%	30
2025 Q3	$320K	Buy	476 +207	+77%	+$133K	0.07%	38
2025 Q2	$167K	Sell	269 -104	-28%	-$59.7K	0.04%	48
2025 Q1	$209K	Hold	373	–	–	0.06%	39
2024 Q4	$219K	Buy	373 +105	+39%	+$62.1K	0.07%	38
2024 Q3	$155K	Hold	268	–	–	0.05%	42
2024 Q2	$149K	Buy	268 +55	+26%	+$28.9K	0.05%	42
2024 Q1	$109K	Sell	213 -12	-5%	-$6K	0.04%	49
2023 Q4	$107K	Hold	225	–	–	0.05%	44
2023 Q3	$96.6K	Hold	225	–	–	0.05%	37
2023 Q2	$100K	Hold	225	–	–	0.05%	38
2023 Q1	$92.5K	Hold	225	–	–	0.05%	38
2022 Q4	$86.4K	Buy	+225	New	+$86.8K	0.05%	37

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

DecisionPoint Financial's IVV Position: Q1 2026 in Review

DecisionPoint Financial held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 938 shares worth $613K. The position accounts for 0.13% of the portfolio, ranked #32.

DecisionPoint Financial first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $642K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

DecisionPoint Financial held 938 shares of iShares Core S&P 500 ETF worth $613K as of Q1 2026.
DecisionPoint Financial left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.13% of DecisionPoint Financial's portfolio in Q1 2026, its #32 holding.
DecisionPoint Financial first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's iShares Core S&P 500 ETF position peaked at $642K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.