Institute for Wealth Management’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 | $1.85M | Buy |
2,828
+178
| +7% | +$122K | 0.2% | 117 |
|
|
2025
Q4 | $1.81M | Buy |
2,650
+27
| +1% | +$18.3K | 0.19% | 116 |
|
|
2025
Q3 | $1.76M | Buy |
2,623
+13
| +0.5% | +$8.37K | 0.18% | 120 |
|
|
2025
Q2 | $1.62M | Sell |
2,610
-919
| -26% | -$528K | 0.18% | 117 |
|
|
2025
Q1 | $1.98M | Sell |
3,529
-43
| -1% | -$25.4K | 0.25% | 90 |
|
|
2024
Q4 | $2.1M | Sell |
3,572
-460
| -11% | -$272K | 0.26% | 79 |
|
|
2024
Q3 | $2.33M | Sell |
4,032
-50
| -1% | -$27.8K | 0.29% | 73 |
|
|
2024
Q2 | $2.23M | Buy |
4,082
+390
| +11% | +$205K | 0.3% | 70 |
|
|
2024
Q1 | $1.94M | Buy |
3,692
+18
| +0.5% | +$9.01K | 0.25% | 84 |
|
|
2023
Q4 | $1.75M | Buy |
3,674
+3
| +0.1% | +$1.34K | 0.28% | 83 |
|
|
2023
Q3 | $1.58M | Hold |
3,671
| – | – | 0.28% | 84 |
|
|
2023
Q2 | $1.64M | Buy |
3,671
+4
| +0.1% | +$1.69K | 0.28% | 90 |
|
|
2023
Q1 | $1.51M | Sell |
3,667
-62
| -2% | -$24.9K | 0.29% | 87 |
|
|
2022
Q4 | $1.43M | Sell |
3,729
-100
| -3% | -$38.6K | 0.3% | 89 |
|
|
2022
Q3 | $1.37M | Hold |
3,829
| – | – | 0.31% | 88 |
|
|
2022
Q2 | $1.45M | Hold |
3,829
| – | – | 0.29% | 88 |
|
|
2022
Q1 | $1.74M | Sell |
3,829
-21
| -0.5% | -$9.39K | 0.28% | 87 |
|
|
2021
Q4 | $1.84M | Sell |
3,850
-150
| -4% | -$69.1K | 0.3% | 80 |
|
|
2021
Q3 | $1.72M | Buy |
4,000
+68
| +2% | +$30.1K | 0.3% | 81 |
|
|
2021
Q2 | $1.69M | Sell |
3,932
-5,993
| -60% | -$2.51M | 0.3% | 85 |
|
|
2021
Q1 | $3.95M | Sell |
9,925
-7,370
| -43% | -$2.85M | 0.75% | 23 |
|
|
2020
Q4 | $6.49M | Buy |
17,295
+257
| +2% | +$91.5K | 1.29% | 8 |
|
|
2020
Q3 | $5.73M | Sell |
17,038
-2,039
| -11% | -$679K | 1.31% | 10 |
|
|
2020
Q2 | $5.91M | Buy |
19,077
+2,885
| +18% | +$847K | 1.45% | 8 |
|
|
2020
Q1 | $4.18M | Sell |
16,192
-3,042
| -16% | -$932K | 1.29% | 9 |
|
|
2019
Q4 | $6.22M | Sell |
19,234
-221
| -1% | -$68.4K | 1.4% | 7 |
|
|
2019
Q3 | $5.81M | Sell |
19,455
-1,031
| -5% | -$306K | 1.46% | 8 |
|
|
2019
Q2 | $6.04M | Buy |
20,486
+14,902
| +267% | +$4.32M | 1.34% | 8 |
|
|
2019
Q1 | $1.59M | Buy |
+5,584
| New | +$1.53M | 0.35% | 66 |
|
|
2018
Q4 | – | Sell |
-14,242
| Closed | -$4.17M | – | 303 |
|
|
2018
Q3 | $4.17M | Sell |
14,242
-8,495
| -37% | -$2.44M | 1.41% | 13 |
|
|
2018
Q2 | $6.21M | Buy |
22,737
+80
| +0.4% | +$21.8K | 1.98% | 5 |
|
|
2018
Q1 | $6.14M | Buy |
22,657
+18,048
| +392% | +$4.96M | 1.81% | 4 |
|
|
2017
Q4 | $1.24M | Buy |
+4,609
| New | +$1.21M | 0.29% | 111 |
|
|
2017
Q3 | – | Sell |
-9,833
| Closed | -$2.39M | – | 319 |
|
|
2017
Q2 | $2.39M | Buy |
+9,833
| New | +$2.37M | 0.66% | 25 |
|
Other funds holding IVV
Institute for Wealth Management's IVV Position: Q1 2026 in Review
Institute for Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.7% in Q1 2026, buying an estimated $122K and bringing the position to 2,828 shares worth $1.85M. The position accounts for 0.2% of the portfolio, ranked #117.
Institute for Wealth Management first reported a position in IVV in Q2 2017 and has held it in 34 quarters since. The position peaked at $6.49M in Q4 2020. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Institute for Wealth Management held 2,828 shares of iShares Core S&P 500 ETF worth $1.85M as of Q1 2026.
- Institute for Wealth Management bought 178 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $122K.
- iShares Core S&P 500 ETF made up 0.2% of Institute for Wealth Management's portfolio in Q1 2026, its #117 holding.
- Institute for Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2017 and has held it in 34 quarters since.
- Institute for Wealth Management's iShares Core S&P 500 ETF position peaked at $6.49M in Q4 2020.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.