EWA
IVV icon

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

Etesian Wealth 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 		$13M Buy
19,841
+809
+4% +$552K 4.14% 6
2025
Q4 		$13M Buy
19,032
+134
+0.7% +$91K 4.09% 6
2025
Q3 		$12.6M Buy
18,898
+533
+3% +$343K 4.18% 6
2025
Q2 		$11.4M Buy
18,365
+1,113
+6% +$639K 4.25% 6
2025
Q1 		$9.69M Buy
17,252
+2,375
+16% +$1.4M 4.18% 4
2024
Q4 		$8.76M Buy
14,877
+2,454
+20% +$1.45M 3.87% 3
2024
Q3 		$7.17M Buy
12,423
+5,682
+84% +$3.16M 3.24% 7
2024
Q2 		$3.69M Buy
6,741
+3,958
+142% +$2.08M 2.07% 10
2024
Q1 		$1.46M Sell
2,783
-162
-6% -$81.1K 0.84% 39
2023
Q4 		$1.41M Sell
2,945
-78
-3% -$34.9K 0.85% 41
2023
Q3 		$1.3M Sell
3,023
-3
-0.1% -$1.34K 0.87% 41
2023
Q2 		$1.35M Sell
3,026
-32
-1% -$13.5K 0.88% 39
2023
Q1 		$1.26M Sell
3,058
-15
-0.5% -$6.01K 0.84% 43
2022
Q4 		$1.18M Buy
+3,073
New +$1.19M 0.86% 45

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

Etesian Wealth Advisors's IVV Position: Q1 2026 in Review

Etesian Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q1 2026, buying an estimated $552K and bringing the position to 19,841 shares worth $13M. The position accounts for 4.14% of the portfolio, ranked #6.

Etesian Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $13M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Etesian Wealth Advisors held 19,841 shares of iShares Core S&P 500 ETF worth $13M as of Q1 2026.
  • Etesian Wealth Advisors bought 809 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $552K.
  • iShares Core S&P 500 ETF made up 4.14% of Etesian Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • Etesian Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Etesian Wealth Advisors's iShares Core S&P 500 ETF position peaked at $13M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Etesian Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.