First Long Island Investors’s iShares Core S&P 500 ETF IVV Stock Holding History

First Long Island Investors’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	–	Sell	-1,850	Closed	-$1.27M	–	75
2025 Q4	$1.27M	Buy	+1,850	New	+$1.26M	0.09%	52
2023 Q1	–	Sell	-2,398	Closed	-$921K	–	56
2022 Q4	$921K	Buy	2,398 +639	+36%	+$247K	0.1%	49
2022 Q3	$631K	Buy	+1,759	New	+$702K	0.07%	47

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

First Long Island Investors's IVV Position: Q1 2026 in Review

First Long Island Investors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,850 shares — an estimated $1.27M sold.

First Long Island Investors first reported a position in IVV in Q3 2022 and held it in 3 quarters. The position peaked at $1.27M in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

First Long Island Investors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
First Long Island Investors sold 1,850 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.27M.
First Long Island Investors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 3 quarters.
First Long Island Investors's iShares Core S&P 500 ETF position peaked at $1.27M 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 Long Island Investors's 13F filing for Q1 2026, filed 15 May 2026.