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

Dover 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	$405K	Hold	620	–	–	0.17%	115
2025 Q4	$425K	Hold	620	–	–	0.16%	118
2025 Q3	$415K	Sell	620 -20	-3%	-$12.9K	0.17%	112
2025 Q2	$397K	Sell	640 -75	-10%	-$43.1K	0.18%	111
2025 Q1	$402K	Hold	715	–	–	0.18%	107
2024 Q4	$421K	Sell	715 -7	-1%	-$4.14K	0.24%	92
2024 Q3	$416K	Sell	722 -8	-1%	-$4.45K	0.24%	90
2024 Q2	$399K	Sell	730 -8	-1%	-$4.21K	0.25%	93
2024 Q1	$388K	Buy	+738	New	+$369K	0.27%	88
2023 Q4	–	Sell	-744	Closed	-$321K	–	90
2023 Q3	$321K	Sell	744 -25	-3%	-$11.2K	0.32%	79
2023 Q2	$343K	Sell	769 -8	-1%	-$3.37K	0.3%	79
2023 Q1	$319K	Sell	777 -25	-3%	-$10K	0.31%	81
2022 Q4	$308K	Buy	+802	New	+$310K	0.33%	78

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

Dover Advisors's IVV Position: Q1 2026 in Review

Dover Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 620 shares worth $405K. The position accounts for 0.17% of the portfolio, ranked #115.

Dover Advisors first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. The position peaked at $425K in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Dover Advisors held 620 shares of iShares Core S&P 500 ETF worth $405K as of Q1 2026.
Dover Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.17% of Dover Advisors's portfolio in Q1 2026, its #115 holding.
Dover Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
Dover Advisors's iShares Core S&P 500 ETF position peaked at $425K in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.