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Intelligence Driven Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Intelligence Driven Advisers’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 		$1.69M Sell
2,580
-19
-0.7% -$13K 0.29% 32
2025
Q4 		$1.78M Sell
2,599
-26
-1% -$17.7K 0.25% 34
2025
Q3 		$1.76M Sell
2,625
-10
-0.4% -$6.44K 0.24% 36
2025
Q2 		$1.64M Sell
2,635
-10
-0.4% -$5.74K 0.25% 37
2025
Q1 		$1.49M Buy
2,645
+104
+4% +$61.4K 0.29% 31
2024
Q4 		$1.5M Sell
2,541
-5,161
-67% -$3.05M 0.28% 33
2024
Q3 		$4.44M Sell
7,702
-7
-0.1% -$3.89K 0.64% 20
2024
Q2 		$4.22M Buy
7,709
+1,028
+15% +$541K 0.6% 21
2024
Q1 		$3.51M Buy
6,681
+53
+0.8% +$26.5K 0.52% 21
2023
Q4 		$3.22M Sell
6,628
-629
-9% -$282K 0.52% 20
2023
Q3 		$3.1M Sell
7,257
-133
-2% -$59.5K 0.55% 23
2023
Q2 		$3.27M Sell
7,390
-1,713
-19% -$722K 0.57% 24
2023
Q1 		$3.73M Buy
9,103
+29
+0.3% +$11.6K 0.67% 29
2022
Q4 		$3.54M Sell
9,074
-47,842
-84% -$18.5M 0.65% 29
2022
Q3 		$21.3M Buy
56,916
+4,578
+9% +$1.83M 4.29% 5
2022
Q2 		$20.2M Sell
52,338
-8,487
-14% -$3.49M 3.95% 6
2022
Q1 		$27.4M Buy
60,825
+11,214
+23% +$5.02M 5.01% 4
2021
Q4 		$21.7M Sell
49,611
-2,864
-5% -$1.32M 3.97% 11
2021
Q3 		$22.8M Buy
52,475
+4,787
+10% +$2.12M 5.12% 9
2021
Q2 		$20.5M Sell
47,688
-31,756
-40% -$13.3M 3.99% 12
2021
Q1 		$31.6M Sell
79,444
-47
-0.1% -$18.2K 7.09% 3
2020
Q4 		$29.8M Sell
79,491
-2,091
-3% -$744K 6.69% 4
2020
Q3 		$27.4M Buy
81,582
+30,173
+59% +$10M 6.43% 5
2020
Q2 		$15.9M Buy
51,409
+9,897
+24% +$2.91M 5.63% 4
2020
Q1 		$10.7M Buy
41,512
+35,345
+573% +$10.8M 4.97% 5
2019
Q4 		$1.99M Buy
6,167
+1,773
+40% +$549K 0.9% 26
2019
Q3 		$1.31M Buy
4,394
+1,410
+47% +$419K 0.62% 33
2019
Q2 		$880K Buy
+2,984
New +$865K 0.42% 38

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

Intelligence Driven Advisers's IVV Position: Q1 2026 in Review

Intelligence Driven Advisers reduced its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q1 2026, selling an estimated $13K and leaving 2,580 shares worth $1.69M. The position accounts for 0.29% of the portfolio, ranked #32.

Intelligence Driven Advisers first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $31.6M in Q1 2021. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Intelligence Driven Advisers held 2,580 shares of iShares Core S&P 500 ETF worth $1.69M as of Q1 2026.
  • Intelligence Driven Advisers sold 19 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $13K.
  • iShares Core S&P 500 ETF made up 0.29% of Intelligence Driven Advisers's portfolio in Q1 2026, its #32 holding.
  • Intelligence Driven Advisers first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • Intelligence Driven Advisers's iShares Core S&P 500 ETF position peaked at $31.6M in Q1 2021.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Intelligence Driven Advisers's 13F filing for Q1 2026, filed 15 May 2026.