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Freedom Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Freedom Investment 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 		$347K Sell
531
-326
-38% -$223K 0.1% 68
2025
Q4 		$587K Sell
857
-392
-31% -$266K 0.17% 51
2025
Q3 		$836K Sell
1,249
-10,520
-89% -$6.78M 0.22% 50
2025
Q2 		$7.31M Buy
11,769
+6,148
+109% +$3.53M 0.58% 35
2025
Q1 		$3.16M Buy
5,621
+2,960
+111% +$1.75M 0.27% 63
2024
Q4 		$1.57M Sell
2,661
-2,304
-46% -$1.36M 0.13% 138
2024
Q3 		$2.86M Buy
4,965
+1,678
+51% +$933K 0.23% 76
2024
Q2 		$1.8M Sell
3,287
-9,417
-74% -$4.95M 0.15% 128
2024
Q1 		$6.68M Buy
12,704
+1,686
+15% +$844K 0.54% 35
2023
Q4 		$5.26M Buy
11,018
+10,180
+1,215% +$4.56M 0.43% 44
2023
Q3 		$360K Sell
838
-6,901
-89% -$3.09M 0.04% 444
2023
Q2 		$3.45M Buy
7,739
+4,710
+155% +$1.98M 0.39% 49
2023
Q1 		$1.25M Buy
3,029
+886
+41% +$355K 0.14% 190
2022
Q4 		$823K Buy
+2,143
New +$827K 0.09% 282
2022
Q1 		– Sell
-2,306
Closed -$1.1M – 867
2021
Q4 		$1.1M Sell
2,306
-469
-17% -$216K 0.08% 316
2021
Q3 		$1.2M Sell
2,775
-1,325
-32% -$587K 0.09% 284
2021
Q2 		$1.76M Buy
4,100
+27
+0.7% +$11.3K 0.13% 187
2021
Q1 		$1.62M Buy
4,073
+941
+30% +$364K 0.13% 190
2020
Q4 		$1.18M Sell
3,132
-919
-23% -$327K 0.13% 160
2020
Q3 		$1.36M Sell
4,051
-310
-7% -$103K 0.15% 137
2020
Q2 		$1.35M Buy
+4,361
New +$1.28M 0.15% 131
2019
Q2 		– Sell
-6,153
Closed -$1.75M – 707
2019
Q1 		$1.75M Buy
6,153
+3,041
+98% +$832K 0.14% 157
2018
Q4 		$783K Buy
3,112
+438
+16% +$119K 0.06% 315
2018
Q3 		$781K Buy
+2,674
New +$767K 0.05% 385

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

Freedom Investment Management's IVV Position: Q1 2026 in Review

Freedom Investment Management reduced its iShares Core S&P 500 ETF (IVV) stake by 38% in Q1 2026, selling an estimated $223K and leaving 531 shares worth $347K. The position accounts for 0.1% of the portfolio, ranked #68.

Freedom Investment Management first reported a position in IVV in Q3 2018 and has held it in 24 quarters since. The position peaked at $7.31M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Freedom Investment Management held 531 shares of iShares Core S&P 500 ETF worth $347K as of Q1 2026.
  • Freedom Investment Management sold 326 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $223K.
  • iShares Core S&P 500 ETF made up 0.1% of Freedom Investment Management's portfolio in Q1 2026, its #68 holding.
  • Freedom Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 24 quarters since.
  • Freedom Investment Management's iShares Core S&P 500 ETF position peaked at $7.31M in Q2 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.