Glen Eagle Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.4M Sell
18,972
-1,300
-6% -$888K 1.74% 13
2025
Q4
$13.9M Buy
20,272
+1,467
+8% +$996K 1.89% 11
2025
Q3
$12.6M Buy
18,805
+329
+2% +$212K 1.75% 12
2025
Q2
$11.5M Buy
18,476
+223
+1% +$128K 1.76% 12
2025
Q1
$10.3M Buy
18,253
+621
+4% +$367K 1.7% 13
2024
Q4
$10.4M Buy
17,632
+2,046
+13% +$1.21M 1.72% 12
2024
Q3
$8.99M Sell
15,586
-100
-0.6% -$55.6K 1.52% 13
2024
Q2
$8.58M Sell
15,686
-23
-0.1% -$12.1K 1.57% 12
2024
Q1
$8.26M Sell
15,709
-169
-1% -$84.6K 1.57% 12
2023
Q4
$7.58M Buy
15,878
+754
+5% +$337K 1.58% 12
2023
Q3
$6.49M Buy
15,124
+49
+0.3% +$21.9K 1.51% 12
2023
Q2
$6.72M Sell
15,075
-38
-0.3% -$16K 1.55% 12
2023
Q1
$6.21M Sell
15,113
-156
-1% -$62.5K 1.56% 11
2022
Q4
$5.9M Sell
15,269
-132
-0.9% -$50.9K 1.61% 9
2022
Q3
$5.52M Sell
15,401
-101
-0.7% -$40.3K 1.6% 11
2022
Q2
$5.88M Buy
15,502
+439
+3% +$181K 1.59% 9
2022
Q1
$6.83M Buy
15,063
+355
+2% +$159K 1.78% 8
2021
Q4
$7.02M Buy
14,708
+1,753
+14% +$808K 1.82% 9
2021
Q3
$5.58M Buy
12,955
+611
+5% +$271K 1.61% 9
2021
Q2
$5.31M Buy
12,344
+66
+0.5% +$27.6K 1.65% 9
2021
Q1
$4.88M Buy
12,278
+766
+7% +$297K 1.71% 9
2020
Q4
$4.32M Buy
11,512
+633
+6% +$225K 1.7% 9
2020
Q3
$3.66M Buy
10,879
+92
+0.9% +$30.6K 1.64% 9
2020
Q2
$3.34M Buy
10,787
+253
+2% +$74.3K 1.72% 8
2020
Q1
$2.72M Sell
10,534
-1,326
-11% -$406K 1.91% 7
2019
Q4
$3.83M Buy
11,860
+1,296
+12% +$401K 2.05% 6
2019
Q3
$3.15M Buy
10,564
+253
+2% +$75.2K 2.08% 5
2019
Q2
$3.04M Buy
10,311
+402
+4% +$116K 2.08% 6
2019
Q1
$2.82M Buy
9,909
+919
+10% +$251K 2.05% 7
2018
Q4
$2.26M Buy
8,990
+804
+10% +$218K 1.91% 7
2018
Q3
$2.4M Buy
8,186
+2,101
+35% +$603K 1.71% 9
2018
Q2
$1.66M Buy
6,085
+758
+14% +$206K 1.3% 16
2018
Q1
$1.41M Buy
5,327
+1,713
+47% +$471K 1.17% 19
2017
Q4
$972K Buy
3,614
+2,406
+199% +$630K 0.84% 28
2017
Q3
$359K Buy
1,208
+1,114
+1,185% +$277K 0.34% 71
2017
Q2
$22.9K Hold
94
0.02% 293
2017
Q1
$22.4K Hold
94
0.02% 277
2016
Q4
$21.1K Buy
+94
New +$20.7K 0.02% 277

Other funds holding IVV

Glen Eagle Advisors's IVV Position: Q1 2026 in Review

Glen Eagle Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q1 2026, selling an estimated $888K and leaving 18,972 shares worth $12.4M. The position accounts for 1.74% of the portfolio, ranked #13.

Glen Eagle Advisors first reported a position in IVV in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.9M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Glen Eagle Advisors held 18,972 shares of iShares Core S&P 500 ETF worth $12.4M as of Q1 2026.
  • Glen Eagle Advisors sold 1,300 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $888K.
  • iShares Core S&P 500 ETF made up 1.74% of Glen Eagle Advisors's portfolio in Q1 2026, its #13 holding.
  • Glen Eagle Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
  • Glen Eagle Advisors's iShares Core S&P 500 ETF position peaked at $13.9M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.