Dumont & Blake Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Dumont & Blake Investment 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	$245K	Sell	376 -11	-3%	-$7.51K	0.06%	172
2025 Q4	$265K	Buy	387 +1	+0.3%	+$679	0.06%	169
2025 Q3	$258K	Sell	386 -5	-1%	-$3.22K	0.06%	174
2025 Q2	$243K	Sell	391 -2	-0.5%	-$1.15K	0.06%	178
2025 Q1	$221K	Sell	393 -154	-28%	-$90.9K	0.06%	182
2024 Q4	$322K	Sell	547 -10	-2%	-$5.92K	0.09%	160
2024 Q3	$321K	Sell	557 -652	-54%	-$363K	0.09%	163
2024 Q2	$662K	Buy	1,209 +652	+117%	+$343K	0.09%	158
2024 Q1	$293K	Sell	557 -25	-4%	-$12.5K	0.08%	166
2023 Q4	$278K	Hold	582	–	–	0.09%	164
2023 Q3	$250K	Buy	+582	New	+$260K	0.08%	160

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

Dumont & Blake Investment Advisors's IVV Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q1 2026, selling an estimated $7.51K and leaving 376 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #172.

Dumont & Blake Investment Advisors first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $662K in Q2 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Dumont & Blake Investment Advisors held 376 shares of iShares Core S&P 500 ETF worth $245K as of Q1 2026.
Dumont & Blake Investment Advisors sold 11 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.51K.
iShares Core S&P 500 ETF made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #172 holding.
Dumont & Blake Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Dumont & Blake Investment Advisors's iShares Core S&P 500 ETF position peaked at $662K in Q2 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.