IWA
IVV icon

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

Icon Wealth 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 		$134M Buy
187,804
+42,222
+29% +$28.8M 8.72% 1
2025
Q4 		$99.7M Buy
145,582
+3,724
+3% +$2.53M 6.64% 1
2025
Q3 		$94.9M Sell
141,858
-1,465
-1% -$944K 6.44% 1
2025
Q2 		$89M Sell
143,323
-41,143
-22% -$23.6M 6.34% 1
2025
Q1 		$104M Sell
184,466
-10,878
-6% -$6.42M 8.53% 1
2024
Q4 		$115M Sell
195,344
-3,946
-2% -$2.34M 9.46% 1
2024
Q3 		$115M Sell
199,290
-12,888
-6% -$7.17M 9.57% 1
2024
Q2 		$117M Sell
212,178
-24,998
-11% -$13.1M 10.44% 1
2024
Q1 		$125M Sell
237,176
-43,230
-15% -$21.6M 11.58% 1
2023
Q4 		$134M Buy
+280,406
New +$126M 13.94% 1
2022
Q4 		$74M Sell
192,521
-7,052
-4% -$2.72M 8.5% 1
2022
Q3 		$71.6M Buy
+199,573
New +$79.7M 8.69% 1

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

Icon Wealth Advisors's IVV Position: Q1 2026 in Review

Icon Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 29% in Q1 2026, buying an estimated $28.8M and bringing the position to 187,804 shares worth $134M. The position accounts for 8.72% of the portfolio, ranked #1.

Icon Wealth Advisors first reported a position in IVV in Q3 2022 and has held it in 12 quarters since. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Icon Wealth Advisors held 187,804 shares of iShares Core S&P 500 ETF worth $134M as of Q1 2026.
  • Icon Wealth Advisors bought 42,222 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $28.8M.
  • iShares Core S&P 500 ETF made up 8.72% of Icon Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Icon Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 12 quarters since.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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