Equita Financial Network’s iShares Core S&P 500 ETF IVV Stock Holding History

Equita Financial Network’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	$334K	Sell	512 -213	-29%	-$145K	0.11%	71
2025 Q4	$497K	Sell	725 -224	-24%	-$152K	0.15%	62
2025 Q3	$635K	Buy	949 +201	+27%	+$129K	0.21%	53
2025 Q2	$464K	Sell	748 -12,971	-95%	-$7.45M	0.18%	58
2025 Q1	$7.71M	Sell	13,719 -257	-2%	-$152K	2.69%	10
2024 Q4	$8.23M	Sell	13,976 -42	-0.3%	-$24.9K	2.97%	9
2024 Q3	$8.09M	Sell	14,018 -502	-3%	-$279K	2.95%	10
2024 Q2	$7.95M	Buy	14,520 +1,356	+10%	+$713K	3.32%	8
2024 Q1	$6.92M	Buy	13,164 +407	+3%	+$204K	3.11%	9
2023 Q4	$6.09M	Sell	12,757 -421	-3%	-$188K	3.25%	10
2023 Q3	$5.66M	Buy	+13,178	New	+$5.89M	3.48%	11

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

Equita Financial Network's IVV Position: Q1 2026 in Review

Equita Financial Network reduced its iShares Core S&P 500 ETF (IVV) stake by 29% in Q1 2026, selling an estimated $145K and leaving 512 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #71.

Equita Financial Network first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.23M in Q4 2024. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Equita Financial Network held 512 shares of iShares Core S&P 500 ETF worth $334K as of Q1 2026.
Equita Financial Network sold 213 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $145K.
iShares Core S&P 500 ETF made up 0.11% of Equita Financial Network's portfolio in Q1 2026, its #71 holding.
Equita Financial Network first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Equita Financial Network's iShares Core S&P 500 ETF position peaked at $8.23M in Q4 2024.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.