Delos Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Delos Wealth 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	$472K	Buy	723 +291	+67%	+$199K	0.27%	49
2025 Q4	$296K	Sell	432 -46	-10%	-$31.2K	0.2%	49
2025 Q3	$320K	Buy	478 +36	+8%	+$23.2K	0.22%	48
2025 Q2	$274K	Buy	442 +15	+4%	+$8.61K	0.21%	48
2025 Q1	$240K	Sell	427 -3	-0.7%	-$1.77K	0.19%	51
2024 Q4	$253K	Buy	430 +6	+1%	+$3.55K	0.2%	47
2024 Q3	$245K	Buy	424 +6	+1%	+$3.34K	0.21%	51
2024 Q2	$229K	Buy	418 +11	+3%	+$5.78K	0.22%	50
2024 Q1	$214K	Buy	407 +116	+40%	+$58K	0.24%	43
2023 Q4	$139K	Hold	291	–	–	0.2%	42
2023 Q3	$132K	Sell	291 -39	-12%	-$17.4K	0.16%	49
2023 Q2	$147K	Hold	330	–	–	0.19%	46
2023 Q1	$136K	Buy	330 +5	+2%	+$2K	0.17%	47
2022 Q4	$125K	Sell	325 -64	-16%	-$24.7K	0.19%	44
2022 Q3	$140K	Sell	389 -19	-5%	-$7.59K	0.17%	42
2022 Q2	$155K	Buy	408 +8	+2%	+$3.29K	0.17%	43
2022 Q1	$181K	Buy	400 +129	+48%	+$57.7K	0.18%	50
2021 Q4	$129K	Hold	271	–	–	0.12%	46
2021 Q3	$117K	Buy	+271	New	+$120K	0.13%	45

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

Delos Wealth Advisors's IVV Position: Q1 2026 in Review

Delos Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 67% in Q1 2026, buying an estimated $199K and bringing the position to 723 shares worth $472K. The position accounts for 0.27% of the portfolio, ranked #49.

Delos Wealth Advisors first reported a position in IVV in Q3 2021 and has held it in 19 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Delos Wealth Advisors held 723 shares of iShares Core S&P 500 ETF worth $472K as of Q1 2026.
Delos Wealth Advisors bought 291 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $199K.
iShares Core S&P 500 ETF made up 0.27% of Delos Wealth Advisors's portfolio in Q1 2026, its #49 holding.
Delos Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.