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

Finer Wealth 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	$444K	Sell	679 -14	-2%	-$9.56K	0.22%	63
2025 Q4	$475K	Hold	693	–	–	0.23%	59
2025 Q3	$464K	Buy	693 +2	+0.3%	+$1.29K	0.23%	57
2025 Q2	$429K	Sell	691 -49	-7%	-$28.1K	0.23%	58
2025 Q1	$416K	Hold	740	–	–	0.25%	60
2024 Q4	$436K	Sell	740 -83	-10%	-$49.1K	0.25%	60
2024 Q3	$475K	Hold	823	–	–	0.29%	57
2024 Q2	$450K	Sell	823 -30	-4%	-$15.8K	0.29%	56
2024 Q1	$448K	Hold	853	–	–	0.29%	57
2023 Q4	$407K	Sell	853 -113	-12%	-$50.6K	0.3%	58
2023 Q3	$415K	Sell	966 -116	-11%	-$51.9K	0.33%	53
2023 Q2	$482K	Buy	1,082 +122	+13%	+$51.4K	0.38%	53
2023 Q1	$395K	Buy	960 +109	+13%	+$43.7K	0.33%	58
2022 Q4	$327K	Sell	851 -15	-2%	-$5.79K	0.31%	63
2022 Q3	$311K	Hold	866	–	–	0.31%	64
2022 Q2	$328K	Sell	866 -52	-6%	-$21.4K	0.3%	67
2022 Q1	$416K	Hold	918	–	–	0.34%	58
2021 Q4	$438K	Buy	+918	New	+$423K	0.36%	56

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

Finer Wealth Management's IVV Position: Q1 2026 in Review

Finer Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2% in Q1 2026, selling an estimated $9.56K and leaving 679 shares worth $444K. The position accounts for 0.22% of the portfolio, ranked #63.

Finer Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $482K in Q2 2023. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Finer Wealth Management held 679 shares of iShares Core S&P 500 ETF worth $444K as of Q1 2026.
Finer Wealth Management sold 14 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $9.56K.
iShares Core S&P 500 ETF made up 0.22% of Finer Wealth Management's portfolio in Q1 2026, its #63 holding.
Finer Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Finer Wealth Management's iShares Core S&P 500 ETF position peaked at $482K in Q2 2023.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.