Fort Sheridan Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Fort Sheridan 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	$1.27M	Hold	1,942	–	–	0.15%	102
2025 Q4	$1.33M	Hold	1,942	–	–	0.17%	96
2025 Q3	$1.3M	Hold	1,942	–	–	0.17%	91
2025 Q2	$1.21M	Hold	1,942	–	–	0.17%	88
2025 Q1	$1.09M	Sell	1,942 -24	-1%	-$14.2K	0.17%	91
2024 Q4	$1.16M	Sell	1,966 -14	-0.7%	-$8.29K	0.17%	91
2024 Q3	$1.14M	Buy	1,980 +29	+1%	+$16.1K	0.17%	87
2024 Q2	$1.07M	Buy	1,951 +27	+1%	+$14.2K	0.17%	85
2024 Q1	$1.01M	Hold	1,924	–	–	0.19%	85
2023 Q4	$919K	Hold	1,924	–	–	0.18%	86
2023 Q3	$826K	Buy	1,924 +26	+1%	+$11.6K	0.19%	88
2023 Q2	$846K	Hold	1,898	–	–	0.19%	85
2023 Q1	$780K	Buy	1,898 +80	+4%	+$32.1K	0.2%	87
2022 Q4	$698K	Sell	1,818 -1,806	-50%	-$697K	0.23%	83
2022 Q3	$1.3M	Hold	3,624	–	–	0.44%	44
2022 Q2	$1.37M	Hold	3,624	–	–	0.45%	40
2022 Q1	$1.64M	Hold	3,624	–	–	0.48%	39
2021 Q4	$1.73M	Hold	3,624	–	–	0.5%	41
2021 Q3	$1.56M	Hold	3,624	–	–	0.51%	36
2021 Q2	$1.56M	Hold	3,624	–	–	0.52%	40
2021 Q1	$1.44M	Buy	+3,624	New	+$1.4M	0.57%	35
2020 Q2	–	Sell	-930	Closed	-$240K	–	120
2020 Q1	$240K	Sell	930 -270	-23%	-$82.7K	0.18%	69
2019 Q4	$388K	Hold	1,200	–	–	0.21%	68
2019 Q3	$358K	Hold	1,200	–	–	0.2%	63
2019 Q2	$354K	Hold	1,200	–	–	0.2%	61
2019 Q1	$341K	Hold	1,200	–	–	0.22%	60
2018 Q4	$302K	Buy	+1,200	New	+$326K	0.21%	64

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

Fort Sheridan Advisors's IVV Position: Q1 2026 in Review

Fort Sheridan Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,942 shares worth $1.27M. The position accounts for 0.15% of the portfolio, ranked #102.

Fort Sheridan Advisors first reported a position in IVV in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.73M in Q4 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Fort Sheridan Advisors held 1,942 shares of iShares Core S&P 500 ETF worth $1.27M as of Q1 2026.
Fort Sheridan Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.15% of Fort Sheridan Advisors's portfolio in Q1 2026, its #102 holding.
Fort Sheridan Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
Fort Sheridan Advisors's iShares Core S&P 500 ETF position peaked at $1.73M in Q4 2021.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.