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

FLP 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 		$272K Buy
416
+98
+31% +$66.9K 0.56% 49
2025
Q4 		$218K Buy
+318
New +$216K 0.52% 57
2025
Q3 		– Sell
-503
Closed -$312K – 65
2025
Q2 		$312K Sell
503
-130
-21% -$74.6K 0.88% 36
2025
Q1 		$356K Sell
633
-64
-9% -$37.8K 1.13% 28
2024
Q4 		$410K Buy
+697
New +$413K 1.05% 27

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

FLP Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q1 2026, buying an estimated $66.9K and bringing the position to 416 shares worth $272K. The position accounts for 0.56% of the portfolio, ranked #49.

FLP Wealth Management first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. The position peaked at $410K in Q4 2024. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • FLP Wealth Management held 416 shares of iShares Core S&P 500 ETF worth $272K as of Q1 2026.
  • FLP Wealth Management bought 98 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $66.9K.
  • iShares Core S&P 500 ETF made up 0.56% of FLP Wealth Management's portfolio in Q1 2026, its #49 holding.
  • FLP Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • FLP Wealth Management's iShares Core S&P 500 ETF position peaked at $410K in Q4 2024.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.