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

FWL 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	$1.04M	Buy	1,599 +96	+6%	+$65.6K	0.23%	55
2025 Q4	$1.03M	Sell	1,503 -2	-0.1%	-$1.36K	0.25%	56
2025 Q3	$1.01M	Sell	1,505 -493	-25%	-$318K	0.26%	54
2025 Q2	$1.24M	Sell	1,998 -292	-13%	-$168K	0.38%	50
2025 Q1	$1.29M	Sell	2,290 -504	-18%	-$298K	0.48%	42
2024 Q4	$1.64M	Sell	2,794 -324	-10%	-$192K	0.6%	39
2024 Q3	$1.8M	Buy	3,118 +2,520	+421%	+$1.4M	0.69%	35
2024 Q2	$327K	Buy	+598	New	+$314K	0.17%	43
2022 Q4	–	Sell	-54	Closed	-$19K	–	192
2022 Q3	$19K	Buy	+54	New	+$21.6K	0.02%	46

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

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

FWL Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q1 2026, buying an estimated $65.6K and bringing the position to 1,599 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #55.

FWL Investment Management first reported a position in IVV in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

FWL Investment Management held 1,599 shares of iShares Core S&P 500 ETF worth $1.04M as of Q1 2026.
FWL Investment Management bought 96 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $65.6K.
iShares Core S&P 500 ETF made up 0.23% of FWL Investment Management's portfolio in Q1 2026, its #55 holding.
FWL Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 9 quarters since.
FWL Investment Management's iShares Core S&P 500 ETF position peaked at $1.8M in Q3 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.