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

Flagship 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	$955K	Buy	1,538 +7	+0.5%	+$4.78K	0.41%	43
2025 Q4	$1.05M	Sell	1,531 -1	-0.1%	-$679	0.3%	50
2025 Q3	$1.03M	Sell	1,532 -6	-0.4%	-$3.86K	0.34%	50
2025 Q2	$955K	Buy	1,538 +13	+0.9%	+$7.46K	0.36%	48
2025 Q1	$857K	Sell	1,525 -145	-9%	-$85.6K	0.36%	47
2024 Q4	$983K	Buy	+1,670	New	+$988K	0.58%	33

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

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

Flagship Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.46% in Q1 2026, buying an estimated $4.78K and bringing the position to 1,538 shares worth $955K. The position accounts for 0.41% of the portfolio, ranked #43.

Flagship Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Flagship Wealth Advisors held 1,538 shares of iShares Core S&P 500 ETF worth $955K as of Q1 2026.
Flagship Wealth Advisors bought 7 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.78K.
iShares Core S&P 500 ETF made up 0.41% of Flagship Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Flagship Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.05M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.