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

Droms Strauss 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	$53.7M	Sell	82,134 -488	-0.6%	-$333K	14.02%	1
2025 Q4	$56.6M	Sell	82,622 -986	-1%	-$670K	14.89%	1
2025 Q3	$56M	Sell	83,608 -2,974	-3%	-$1.92M	16.22%	1
2025 Q2	$53.8M	Sell	86,582 -887	-1%	-$509K	16.49%	1
2025 Q1	$49.1M	Sell	87,469 -2,010	-2%	-$1.19M	16.87%	1
2024 Q4	$52.7M	Sell	89,479 -2,103	-2%	-$1.24M	17.2%	1
2024 Q3	$52.8M	Sell	91,582 -3,876	-4%	-$2.16M	18.71%	1
2024 Q2	$52.2M	Sell	95,458 -3,381	-3%	-$1.78M	18.91%	1
2024 Q1	$52M	Sell	98,839 -1,086	-1%	-$543K	19.02%	1
2023 Q4	$47.7M	Sell	99,925 -4,117	-4%	-$1.84M	18.55%	1
2023 Q3	$44.7M	Buy	104,042 +499	+0.5%	+$223K	19.23%	1
2023 Q2	$46.1M	Buy	103,543 +212	+0.2%	+$89.3K	19.26%	1
2023 Q1	$42.5M	Sell	103,331 -3,029	-3%	-$1.21M	19.17%	1
2022 Q4	$40.9M	Sell	106,360 -2,947	-3%	-$1.14M	18.76%	1
2022 Q3	$39.2M	Sell	109,307 -2,201	-2%	-$879K	19.44%	1
2022 Q2	$42.3M	Buy	111,508 +408	+0.4%	+$168K	21.23%	1
2022 Q1	$51.2M	Sell	111,100 -2,747	-2%	-$1.23M	25.72%	1
2021 Q4	$54.3M	Sell	113,847 -6,230	-5%	-$2.87M	24.09%	1
2021 Q3	$51.7M	Sell	120,077 -2,363	-2%	-$1.05M	24.86%	1
2021 Q2	$52.6M	Sell	122,440 -1,516	-1%	-$635K	24.83%	1
2021 Q1	$49.3M	Buy	123,956 +1,161	+0.9%	+$450K	24.23%	1
2020 Q4	$46.1M	Buy	122,795 +876	+0.7%	+$312K	26.72%	1
2020 Q3	$41M	Buy	121,919 +1,535	+1%	+$511K	24.21%	1
2020 Q2	$37.3M	Buy	120,384 +45,365	+60%	+$13.3M	25.62%	1
2020 Q1	$19.4M	Buy	75,019 +6,725	+10%	+$2.06M	16.12%	1
2019 Q4	$22.1M	Buy	68,294 +1,335	+2%	+$413K	16.39%	2
2019 Q3	$20M	Sell	66,959 -957	-1%	-$284K	16.08%	2
2019 Q2	$20M	Buy	67,916 +1,059	+2%	+$307K	14.89%	2
2019 Q1	$19M	Buy	66,857 +2,481	+4%	+$678K	14.73%	2
2018 Q4	$16.2M	Buy	+64,376	New	+$17.5M	15%	2

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

Droms Strauss Advisors's IVV Position: Q1 2026 in Review

Droms Strauss Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.59% in Q1 2026, selling an estimated $333K and leaving 82,134 shares worth $53.7M. The position accounts for 14.02% of the portfolio, ranked #1.

Droms Strauss Advisors first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $56.6M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Droms Strauss Advisors held 82,134 shares of iShares Core S&P 500 ETF worth $53.7M as of Q1 2026.
Droms Strauss Advisors sold 488 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $333K.
iShares Core S&P 500 ETF made up 14.02% of Droms Strauss Advisors's portfolio in Q1 2026, its #1 holding.
Droms Strauss Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
Droms Strauss Advisors's iShares Core S&P 500 ETF position peaked at $56.6M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.