Dravo Bay’s iShares Core S&P 500 ETF IVV Stock Holding History

Dravo Bay’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	$566K	Sell	867 -46	-5%	-$31.4K	0.23%	33
2025 Q4	$625K	Buy	913 +239	+35%	+$162K	0.26%	31
2025 Q3	$451K	Hold	674	–	–	0.2%	34
2025 Q2	$418K	Hold	674	–	–	0.2%	34
2025 Q1	$379K	Sell	674 -2	-0.3%	-$1.18K	0.2%	34
2024 Q4	$398K	Buy	+676	New	+$400K	0.19%	39
2022 Q2	–	Sell	-44	Closed	-$20K	–	101
2022 Q1	$20K	Buy	+44	New	+$19.7K	0.02%	79

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

Dravo Bay's IVV Position: Q1 2026 in Review

Dravo Bay reduced its iShares Core S&P 500 ETF (IVV) stake by 5% in Q1 2026, selling an estimated $31.4K and leaving 867 shares worth $566K. The position accounts for 0.23% of the portfolio, ranked #33.

Dravo Bay first reported a position in IVV in Q1 2022 and has held it in 7 quarters since. The position peaked at $625K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Dravo Bay held 867 shares of iShares Core S&P 500 ETF worth $566K as of Q1 2026.
Dravo Bay sold 46 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $31.4K.
iShares Core S&P 500 ETF made up 0.23% of Dravo Bay's portfolio in Q1 2026, its #33 holding.
Dravo Bay first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 7 quarters since.
Dravo Bay's iShares Core S&P 500 ETF position peaked at $625K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Dravo Bay's 13F filing for Q1 2026, filed 7 May 2026.