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

Greenspring 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	$2.31M	Sell	3,541 -104	-3%	-$71K	0.14%	79
2025 Q4	$2.5M	Buy	3,645 +1,404	+63%	+$953K	0.15%	75
2025 Q3	$1.5M	Buy	+2,241	New	+$1.44M	0.27%	30
2025 Q1	$1.26M	Sell	2,241 -65	-3%	-$38.4K	0.3%	30
2024 Q4	$1.36M	Sell	2,306 -135	-6%	-$79.9K	0.3%	26
2024 Q3	$1.41M	Sell	2,441 -38	-2%	-$21.1K	0.31%	24
2024 Q2	$1.36M	Sell	2,479 -34	-1%	-$17.9K	0.33%	21
2024 Q1	$1.32M	Hold	2,513	–	–	0.33%	22
2023 Q4	$1.2M	Hold	2,513	–	–	0.33%	24
2023 Q3	$1.08M	Hold	2,513	–	–	0.34%	23
2023 Q2	$1.12M	Sell	2,513 -570	-18%	-$240K	0.34%	22
2023 Q1	$1.27M	Sell	3,083 -103	-3%	-$41.3K	0.28%	42
2022 Q4	$1.22M	Sell	3,186 -699	-18%	-$270K	0.32%	39
2022 Q3	$1.39M	Buy	3,885 +493	+15%	+$197K	0.43%	29
2022 Q2	$1.29M	Sell	3,392 -447	-12%	-$184K	0.38%	30
2022 Q1	$1.74M	Sell	3,839 -377	-9%	-$169K	0.46%	23
2021 Q4	$2.01M	Buy	+4,216	New	+$1.94M	0.52%	20

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

Greenspring Advisors's IVV Position: Q1 2026 in Review

Greenspring Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 2.9% in Q1 2026, selling an estimated $71K and leaving 3,541 shares worth $2.31M. The position accounts for 0.14% of the portfolio, ranked #79.

Greenspring Advisors first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.5M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Greenspring Advisors held 3,541 shares of iShares Core S&P 500 ETF worth $2.31M as of Q1 2026.
Greenspring Advisors sold 104 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $71K.
iShares Core S&P 500 ETF made up 0.14% of Greenspring Advisors's portfolio in Q1 2026, its #79 holding.
Greenspring Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
Greenspring Advisors's iShares Core S&P 500 ETF position peaked at $2.5M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.