FWG Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

FWG Investments’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	$722K	Buy	1,106 +42	+4%	+$28.7K	0.46%	58
2025 Q4	$729K	Buy	1,064 +5	+0.5%	+$3.4K	0.46%	58
2025 Q3	$709K	Sell	1,059 -111	-9%	-$71.5K	0.49%	55
2025 Q2	$726K	Buy	+1,170	New	+$672K	0.55%	50
2025 Q1	–	Sell	-1,097	Closed	-$646K	–	83
2024 Q4	$646K	Sell	1,097 -25	-2%	-$14.8K	0.5%	57
2024 Q3	$647K	Buy	1,122 +16	+1%	+$8.9K	0.56%	47
2024 Q2	$605K	Sell	1,106 -67	-6%	-$35.2K	0.61%	44
2024 Q1	$616K	Sell	1,173 -58	-5%	-$29K	0.67%	36
2023 Q4	$588K	Buy	+1,231	New	+$551K	0.73%	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

FWG Investments's IVV Position: Q1 2026 in Review

FWG Investments increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q1 2026, buying an estimated $28.7K and bringing the position to 1,106 shares worth $722K. The position accounts for 0.46% of the portfolio, ranked #58.

FWG Investments first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $729K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

FWG Investments held 1,106 shares of iShares Core S&P 500 ETF worth $722K as of Q1 2026.
FWG Investments bought 42 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $28.7K.
iShares Core S&P 500 ETF made up 0.46% of FWG Investments's portfolio in Q1 2026, its #58 holding.
FWG Investments first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
FWG Investments's iShares Core S&P 500 ETF position peaked at $729K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on FWG Investments's 13F filing for Q1 2026, filed 21 Apr 2026.