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

Invera 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	$800K	Sell	1,225 -134	-10%	-$91.5K	0.51%	60
2025 Q4	$931K	Sell	1,359 -159	-10%	-$108K	0.59%	51
2025 Q3	$1.02M	Buy	1,518 +6	+0.4%	+$3.86K	0.63%	52
2025 Q2	$939K	Sell	1,512 -2,067	-58%	-$1.19M	0.61%	52
2025 Q1	$2.01M	Buy	+3,579	New	+$2.11M	1.3%	26
2024 Q1	–	Sell	-1,410	Closed	-$673K	–	81
2023 Q4	$673K	Buy	+1,410	New	+$631K	0.42%	69

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

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

Invera Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q1 2026, selling an estimated $91.5K and leaving 1,225 shares worth $800K. The position accounts for 0.51% of the portfolio, ranked #60.

Invera Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.01M in Q1 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Invera Wealth Advisors held 1,225 shares of iShares Core S&P 500 ETF worth $800K as of Q1 2026.
Invera Wealth Advisors sold 134 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $91.5K.
iShares Core S&P 500 ETF made up 0.51% of Invera Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Invera Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
Invera Wealth Advisors's iShares Core S&P 500 ETF position peaked at $2.01M in Q1 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.