First Foundation Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $193M | Buy |
296,082
+7,191
| +2% | +$4.91M | 7.79% | 2 |
|
|
2025
Q4 | $198M | Sell |
288,891
-3,541
| -1% | -$2.4M | 7.46% | 2 |
|
|
2025
Q3 | $196M | Sell |
292,432
-4,652
| -2% | -$3M | 7.23% | 2 |
|
|
2025
Q2 | $184M | Buy |
297,084
+4,512
| +2% | +$2.59M | 6.84% | 2 |
|
|
2025
Q1 | $164M | Buy |
292,572
+26,272
| +10% | +$15.5M | 6.69% | 2 |
|
|
2024
Q4 | $157M | Buy |
266,300
+22,213
| +9% | +$13.1M | 5.9% | 2 |
|
|
2024
Q3 | $141M | Buy |
244,087
+4,711
| +2% | +$2.62M | 5.3% | 2 |
|
|
2024
Q2 | $131M | Buy |
239,376
+25,206
| +12% | +$13.3M | 5.01% | 2 |
|
|
2024
Q1 | $113M | Buy |
214,170
+35,211
| +20% | +$17.6M | 4.51% | 2 |
|
|
2023
Q4 | $85.5M | Buy |
178,959
+50,929
| +40% | +$22.8M | 3.9% | 3 |
|
|
2023
Q3 | $55M | Buy |
128,030
+3,337
| +3% | +$1.49M | 2.57% | 6 |
|
|
2023
Q2 | $55.6M | Sell |
124,693
-7,715
| -6% | -$3.25M | 2.4% | 7 |
|
|
2023
Q1 | $54.4M | Buy |
132,408
+8,599
| +7% | +$3.45M | 2.5% | 6 |
|
|
2022
Q4 | $47.6M | Buy |
123,809
+41,446
| +50% | +$16M | 2.28% | 6 |
|
|
2022
Q3 | $29.5M | Sell |
82,363
-6,187
| -7% | -$2.47M | 1.45% | 15 |
|
|
2022
Q2 | $33.6M | Buy |
88,550
+11,232
| +15% | +$4.62M | 1.48% | 15 |
|
|
2022
Q1 | $35.1M | Sell |
77,318
-13,887
| -15% | -$6.21M | 1.27% | 17 |
|
|
2021
Q4 | $43.5M | Buy |
91,205
+29,374
| +48% | +$13.5M | 1.5% | 15 |
|
|
2021
Q3 | $26.6M | Buy |
61,831
+2,131
| +4% | +$944K | 0.99% | 25 |
|
|
2021
Q2 | $25.7M | Buy |
59,700
+4,844
| +9% | +$2.03M | 0.99% | 23 |
|
|
2021
Q1 | $21.8M | Buy |
54,856
+2,083
| +4% | +$806K | 0.94% | 25 |
|
|
2020
Q4 | $19.8M | Buy |
52,773
+9,221
| +21% | +$3.28M | 0.88% | 29 |
|
|
2020
Q3 | $14.6M | Sell |
43,552
-3,408
| -7% | -$1.13M | 0.68% | 34 |
|
|
2020
Q2 | $14.5M | Sell |
46,960
-1,331
| -3% | -$391K | 0.75% | 30 |
|
|
2020
Q1 | $12.5M | Sell |
48,291
-23,967
| -33% | -$7.34M | 0.76% | 30 |
|
|
2019
Q4 | $23.4M | Buy |
72,258
+30,813
| +74% | +$9.54M | 1.16% | 16 |
|
|
2019
Q3 | $12.4M | Buy |
41,445
+657
| +2% | +$195K | 0.66% | 42 |
|
|
2019
Q2 | $12M | Buy |
40,788
+3,234
| +9% | +$937K | 0.67% | 40 |
|
|
2019
Q1 | $10.7M | Sell |
37,554
-64,656
| -63% | -$17.7M | 0.63% | 43 |
|
|
2018
Q4 | $25.7M | Buy |
102,210
+90,963
| +809% | +$24.7M | 1.62% | 13 |
|
|
2018
Q3 | $3.29M | Buy |
11,247
+2,439
| +28% | +$700K | 0.18% | 82 |
|
|
2018
Q2 | $2.4M | Buy |
8,808
+1,404
| +19% | +$382K | 0.14% | 96 |
|
|
2018
Q1 | $1.97M | Sell |
7,404
-231
| -3% | -$63.5K | 0.11% | 112 |
|
|
2017
Q4 | $2.05M | Buy |
7,635
+2,531
| +50% | +$663K | 0.11% | 112 |
|
|
2017
Q3 | $1.29M | Buy |
5,104
+659
| +15% | +$164K | 0.07% | 137 |
|
|
2017
Q2 | $1.08M | Buy |
4,445
+42
| +1% | +$10.1K | 0.06% | 150 |
|
|
2017
Q1 | $1.04M | Sell |
4,403
-7,181
| -62% | -$1.68M | 0.06% | 138 |
|
|
2016
Q4 | $2.61M | Buy |
11,584
+6,156
| +113% | +$1.35M | 0.17% | 94 |
|
|
2016
Q3 | $1.18M | Sell |
5,428
-354
| -6% | -$77K | 0.08% | 124 |
|
|
2016
Q2 | $1.22M | Buy |
5,782
+1,595
| +38% | +$333K | 0.09% | 118 |
|
|
2016
Q1 | $865K | Sell |
4,187
-845
| -17% | -$166K | 0.06% | 132 |
|
|
2015
Q4 | $1.03M | Buy |
+5,032
| New | +$1.04M | 0.07% | 124 |
|
|
2015
Q1 | – | Sell |
-1,166
| Closed | -$241K | – | 253 |
|
|
2014
Q4 | $241K | Buy |
+1,166
| New | +$236K | 0.02% | 200 |
|
Other funds holding IVV
First Foundation Advisors's IVV Position: Q1 2026 in Review
First Foundation Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.5% in Q1 2026, buying an estimated $4.91M and bringing the position to 296,082 shares worth $193M. The position accounts for 7.79% of the portfolio, ranked #2.
First Foundation Advisors first reported a position in IVV in Q4 2014 and has held it in 43 quarters since. The position peaked at $198M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- First Foundation Advisors held 296,082 shares of iShares Core S&P 500 ETF worth $193M as of Q1 2026.
- First Foundation Advisors bought 7,191 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.91M.
- iShares Core S&P 500 ETF made up 7.79% of First Foundation Advisors's portfolio in Q1 2026, its #2 holding.
- First Foundation Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 43 quarters since.
- First Foundation Advisors's iShares Core S&P 500 ETF position peaked at $198M in Q4 2025.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.