Family Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Family Management’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	$3.19M	Buy	4,883 +5	+0.1%	+$3.41K	0.38%	63
2025 Q4	$3.34M	Sell	4,878 -154	-3%	-$105K	0.42%	61
2025 Q3	$3.37M	Sell	5,032 -79	-2%	-$50.9K	0.46%	60
2025 Q2	$3.17M	Buy	5,111 +661	+15%	+$380K	0.47%	58
2025 Q1	$2.5M	Buy	4,450 +6	+0.1%	+$3.54K	0.41%	62
2024 Q4	$2.62M	Buy	4,444 +266	+6%	+$157K	0.42%	57
2024 Q3	$2.41M	Buy	4,178 +6	+0.1%	+$3.34K	0.4%	60
2024 Q2	$2.28M	Buy	4,172 +14	+0.3%	+$7.36K	0.4%	61
2024 Q1	$2.19M	Buy	4,158 +5	+0.1%	+$2.5K	0.4%	59
2023 Q4	$1.98M	Sell	4,153 -105	-2%	-$47K	0.41%	56
2023 Q3	$1.83M	Sell	4,258 -159	-4%	-$71.1K	0.42%	52
2023 Q2	$1.97M	Sell	4,417 -148	-3%	-$62.4K	0.43%	46
2023 Q1	$1.88M	Sell	4,565 -1,402	-23%	-$562K	0.43%	47
2022 Q4	$2.29M	Buy	5,967 +101	+2%	+$39K	0.56%	43
2022 Q3	$2.1M	Sell	5,866 -48	-0.8%	-$19.2K	0.54%	48
2022 Q2	$2.24M	Buy	5,914 +426	+8%	+$175K	0.6%	50
2022 Q1	$2.49M	Sell	5,488 -62	-1%	-$27.7K	0.69%	40
2021 Q4	$2.65M	Buy	5,550 +9	+0.2%	+$4.15K	0.69%	43
2021 Q3	$2.39M	Buy	5,541 +4	+0.1%	+$1.77K	0.66%	45
2021 Q2	$2.38M	Buy	5,537 +8	+0.1%	+$3.35K	0.63%	44
2021 Q1	$2.2M	Sell	5,529 -323	-6%	-$125K	0.69%	44
2020 Q4	$2.2M	Buy	+5,852	New	+$2.08M	0.75%	44

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 $424B AUM 22.94% 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

Family Management's IVV Position: Q1 2026 in Review

Family Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q1 2026, buying an estimated $3.41K and bringing the position to 4,883 shares worth $3.19M. The position accounts for 0.38% of the portfolio, ranked #63.

Family Management first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.37M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Family Management held 4,883 shares of iShares Core S&P 500 ETF worth $3.19M as of Q1 2026.
Family Management bought 5 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.41K.
iShares Core S&P 500 ETF made up 0.38% of Family Management's portfolio in Q1 2026, its #63 holding.
Family Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Family Management's iShares Core S&P 500 ETF position peaked at $3.37M in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.