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

Integrated Advisors Network’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 		$92.5M Sell
141,684
-33,232
-19% -$22.7M 4.86% 1
2025
Q4 		$120M Buy
174,916
+8,945
+5% +$6.07M 5.3% 1
2025
Q3 		$111M Buy
165,971
+2,719
+2% +$1.75M 4.67% 1
2025
Q2 		$101M Sell
163,252
-14,563
-8% -$8.36M 4.58% 1
2025
Q1 		$99.9M Buy
177,815
+5,816
+3% +$3.43M 5.04% 1
2024
Q4 		$101M Sell
171,999
-2,565
-1% -$1.52M 4.84% 1
2024
Q3 		$101M Buy
174,564
+5,994
+4% +$3.33M 4.76% 1
2024
Q2 		$92.2M Sell
168,570
-296
-0.2% -$156K 4.72% 1
2024
Q1 		$88.8M Buy
168,866
+18,923
+13% +$9.47M 4.51% 1
2023
Q4 		$71.6M Buy
149,943
+4,663
+3% +$2.09M 4.05% 1
2023
Q3 		$62.4M Buy
145,280
+1,978
+1% +$885K 3.81% 1
2023
Q2 		$63.9M Sell
143,302
-2,962
-2% -$1.25M 3.68% 1
2023
Q1 		$60.1M Buy
146,264
+704
+0.5% +$282K 3.61% 2
2022
Q4 		$55.9M Sell
145,560
-2,067
-1% -$798K 3.6% 1
2022
Q3 		$52.9M Buy
147,627
+17,206
+13% +$6.87M 3.6% 2
2022
Q2 		$49.4M Sell
130,421
-473
-0.4% -$195K 3.22% 1
2022
Q1 		$59.4M Sell
130,894
-5,598
-4% -$2.5M 3.48% 1
2021
Q4 		$65.1M Buy
136,492
+13,142
+11% +$6.06M 3.84% 2
2021
Q3 		$53.1M Buy
123,350
+28,693
+30% +$12.7M 3.52% 2
2021
Q2 		$40.7M Buy
94,657
+24,112
+34% +$10.1M 2.99% 2
2021
Q1 		$28.1M Buy
70,545
+7,932
+13% +$3.07M 2.56% 2
2020
Q4 		$23.5M Buy
62,613
+12,035
+24% +$4.28M 2.58% 4
2020
Q3 		$17M Buy
50,578
+379
+0.8% +$126K 2.15% 4
2020
Q2 		$15.5M Buy
50,199
+17,896
+55% +$5.25M 1.82% 6
2020
Q1 		$8.35M Buy
32,303
+3,765
+13% +$1.15M 1.63% 10
2019
Q4 		$9.22M Buy
+28,538
New +$8.83M 1.24% 7

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

Integrated Advisors Network's IVV Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Core S&P 500 ETF (IVV) stake by 19% in Q1 2026, selling an estimated $22.7M and leaving 141,684 shares worth $92.5M. The position accounts for 4.86% of the portfolio, ranked #1.

Integrated Advisors Network first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $120M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Integrated Advisors Network held 141,684 shares of iShares Core S&P 500 ETF worth $92.5M as of Q1 2026.
  • Integrated Advisors Network sold 33,232 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $22.7M.
  • iShares Core S&P 500 ETF made up 4.86% of Integrated Advisors Network's portfolio in Q1 2026, its #1 holding.
  • Integrated Advisors Network first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Integrated Advisors Network's iShares Core S&P 500 ETF position peaked at $120M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.