Discipline Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Discipline Wealth Solutions’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	$4.36M	Buy	6,671 +975	+17%	+$666K	0.46%	44
2025 Q4	$3.9M	Sell	5,696 -251	-4%	-$170K	0.72%	30
2025 Q3	$3.98M	Buy	5,947 +891	+18%	+$574K	1.05%	21
2025 Q2	$3.14M	Buy	5,056 +501	+11%	+$288K	1.2%	16
2025 Q1	$2.56M	Sell	4,555 -99	-2%	-$58.5K	1.22%	15
2024 Q4	$2.74M	Buy	4,654 +99	+2%	+$58.6K	1.27%	15
2024 Q3	$2.63M	Buy	4,555 +4,172	+1,089%	+$2.32M	1.39%	13
2024 Q2	$210K	Buy	+383	New	+$201K	0.17%	27

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

Discipline Wealth Solutions's IVV Position: Q1 2026 in Review

Discipline Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, buying an estimated $666K and bringing the position to 6,671 shares worth $4.36M. The position accounts for 0.46% of the portfolio, ranked #44.

Discipline Wealth Solutions first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Discipline Wealth Solutions held 6,671 shares of iShares Core S&P 500 ETF worth $4.36M as of Q1 2026.
Discipline Wealth Solutions bought 975 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $666K.
iShares Core S&P 500 ETF made up 0.46% of Discipline Wealth Solutions's portfolio in Q1 2026, its #44 holding.
Discipline Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.