Independent Family Office’s iShares Core S&P 500 ETF IVV Stock Holding History

Independent Family Office’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	$1.02M	Hold	1,568	–	–	0.42%	41
2025 Q4	$1.07M	Hold	1,568	–	–	0.45%	41
2025 Q3	$1.05M	Hold	1,568	–	–	0.44%	41
2025 Q2	$974K	Buy	1,568 +5	+0.3%	+$2.87K	0.45%	41
2025 Q1	$878K	Buy	1,563 +129	+9%	+$76.2K	0.46%	40
2024 Q4	$844K	Hold	1,434	–	–	0.44%	39
2024 Q3	$827K	Hold	1,434	–	–	0.42%	40
2024 Q2	$785K	Hold	1,434	–	–	0.45%	38
2024 Q1	$754K	Hold	1,434	–	–	0.4%	41
2023 Q4	$685K	Hold	1,434	–	–	0.39%	40
2023 Q3	$616K	Buy	+1,434	New	+$641K	0.38%	43

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

Independent Family Office's IVV Position: Q1 2026 in Review

Independent Family Office held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,568 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #41.

Independent Family Office first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Independent Family Office held 1,568 shares of iShares Core S&P 500 ETF worth $1.02M as of Q1 2026.
Independent Family Office left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.42% of Independent Family Office's portfolio in Q1 2026, its #41 holding.
Independent Family Office first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
Independent Family Office's iShares Core S&P 500 ETF position peaked at $1.07M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.