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

Emerald 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 		$10.7M Buy
16,350
+2,372
+17% +$1.62M 1.32% 4
2025
Q4 		$9.57M Buy
13,978
+1,700
+14% +$1.15M 1.3% 4
2025
Q3 		$8.22M Buy
12,278
+360
+3% +$232K 1.09% 7
2025
Q2 		$7.4M Buy
11,918
+512
+4% +$294K 0.95% 7
2025
Q1 		$6.41M Buy
11,406
+241
+2% +$142K 0.85% 7
2024
Q4 		$6.57M Buy
11,165
+148
+1% +$87.6K 0.91% 7
2024
Q3 		$6.47M Buy
11,017
+141
+1% +$78.4K 0.94% 7
2024
Q2 		$5.95M Sell
10,876
-640
-6% -$337K 0.9% 7
2024
Q1 		$6.05M Sell
11,516
-141
-1% -$70.6K 1.08% 6
2023
Q4 		$5.57M Buy
11,657
+120
+1% +$53.7K 1.06% 5
2023
Q3 		$4.95M Sell
11,537
-43
-0.4% -$19.2K 1.15% 5
2023
Q2 		$5.16M Buy
11,580
+556
+5% +$234K 1.24% 5
2023
Q1 		$4.53M Buy
11,024
+1,153
+12% +$462K 1.17% 5
2022
Q4 		$3.79M Buy
9,871
+1,051
+12% +$406K 1.05% 7
2022
Q3 		$3.16M Sell
8,820
-113
-1% -$45.1K 0.92% 7
2022
Q2 		$3.39M Buy
8,933
+372
+4% +$153K 0.95% 7
2022
Q1 		$3.88M Buy
8,561
+252
+3% +$113K 0.91% 5
2021
Q4 		$3.96M Sell
8,309
-622
-7% -$287K 0.96% 5
2021
Q3 		$3.85M Buy
8,931
+381
+4% +$169K 1.1% 7
2021
Q2 		$3.68M Buy
8,550
+1,490
+21% +$624K 1.15% 7
2021
Q1 		$2.81M Buy
7,060
+1,475
+26% +$571K 1.02% 8
2020
Q4 		$2.1M Sell
5,585
-139
-2% -$49.5K 0.72% 14
2020
Q3 		$1.92M Buy
5,724
+252
+5% +$83.9K 0.74% 15
2020
Q2 		$1.7M Buy
5,472
+300
+6% +$88.1K 0.75% 14
2020
Q1 		$1.52M Buy
5,172
+3,038
+142% +$931K 0.69% 13
2019
Q4 		$693K Buy
+2,134
New +$660K 0.66% 20

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Emerald Advisors's IVV Position: Q1 2026 in Review

Emerald Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 17% in Q1 2026, buying an estimated $1.62M and bringing the position to 16,350 shares worth $10.7M. The position accounts for 1.32% of the portfolio, ranked #4.

Emerald Advisors first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Emerald Advisors held 16,350 shares of iShares Core S&P 500 ETF worth $10.7M as of Q1 2026.
  • Emerald Advisors bought 2,372 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.62M.
  • iShares Core S&P 500 ETF made up 1.32% of Emerald Advisors's portfolio in Q1 2026, its #4 holding.
  • Emerald Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.