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Greenwich Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Greenwich Wealth 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 		$2.03M Buy
3,101
+65
+2% +$44.4K 0.08% 117
2025
Q4 		$2.08M Buy
3,036
+141
+5% +$95.7K 0.09% 116
2025
Q3 		$1.94M Sell
2,895
-364
-11% -$234K 0.1% 108
2025
Q2 		$2.02M Buy
3,259
+91
+3% +$52.3K 0.1% 96
2025
Q1 		$1.78M Sell
3,168
-274
-8% -$162K 0.13% 85
2024
Q4 		$2.03M Buy
3,442
+41
+1% +$24.3K 0.14% 77
2024
Q3 		$1.96M Sell
3,401
-141
-4% -$78.4K 0.13% 80
2024
Q2 		$1.94M Buy
3,542
+82
+2% +$43.1K 0.14% 75
2024
Q1 		$1.82M Buy
3,460
+288
+9% +$144K 0.14% 82
2023
Q4 		$1.51M Sell
3,172
-159
-5% -$71.2K 0.15% 86
2023
Q3 		$1.43M Sell
3,331
-755
-18% -$338K 0.15% 84
2023
Q2 		$1.82M Buy
4,086
+992
+32% +$418K 0.19% 74
2023
Q1 		$1.27M Sell
3,094
-73
-2% -$29.3K 0.14% 94
2022
Q4 		$1.22M Buy
3,167
+1,618
+104% +$624K 0.13% 95
2022
Q3 		$556K Sell
1,549
-77
-5% -$30.7K 0.06% 146
2022
Q2 		$616K Sell
1,626
-70
-4% -$28.8K 0.08% 143
2022
Q1 		$769K Sell
1,696
-126
-7% -$56.4K 0.08% 128
2021
Q4 		$869K Buy
1,822
+46
+3% +$21.2K 0.07% 122
2021
Q3 		$765K Buy
1,776
+264
+17% +$117K 0.06% 127
2021
Q2 		$650K Sell
1,512
-25
-2% -$10.5K 0.06% 131
2021
Q1 		$611K Buy
1,537
+26
+2% +$10.1K 0.05% 130
2020
Q4 		$567K Buy
1,511
+39
+3% +$13.9K 0.05% 120
2020
Q3 		$495K Buy
1,472
+182
+14% +$60.6K 0.09% 118
2020
Q2 		$400K Sell
1,290
-55
-4% -$16.1K 0.08% 128
2020
Q1 		$348K Buy
1,345
+645
+92% +$198K 0.07% 122
2019
Q4 		$226K Sell
700
-20
-3% -$6.19K 0.05% 170
2019
Q3 		$215K Sell
720
-119
-14% -$35.4K 0.04% 168
2019
Q2 		$247K Buy
+839
New +$243K 0.04% 166

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

Greenwich Wealth Management's IVV Position: Q1 2026 in Review

Greenwich Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q1 2026, buying an estimated $44.4K and bringing the position to 3,101 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #117.

Greenwich Wealth Management first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.08M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Greenwich Wealth Management held 3,101 shares of iShares Core S&P 500 ETF worth $2.03M as of Q1 2026.
  • Greenwich Wealth Management bought 65 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $44.4K.
  • iShares Core S&P 500 ETF made up 0.08% of Greenwich Wealth Management's portfolio in Q1 2026, its #117 holding.
  • Greenwich Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • Greenwich Wealth Management's iShares Core S&P 500 ETF position peaked at $2.08M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.