Ipsen Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Ipsen Advisor Group’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	$522K	Sell	799 -30	-4%	-$20.5K	0.37%	72
2025 Q4	$568K	Sell	829 -170	-17%	-$115K	0.4%	65
2025 Q3	$668K	Buy	999 +3	+0.3%	+$1.93K	0.48%	47
2025 Q2	$618K	Buy	996 +3	+0.3%	+$1.72K	0.47%	53
2025 Q1	$558K	Buy	993 +1	+0.1%	+$591	0.48%	54
2024 Q4	$584K	Buy	+992	New	+$587K	0.5%	49
2022 Q4	$498K	Buy	+1,297	New	+$501K	0.57%	39

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

Ipsen Advisor Group's IVV Position: Q1 2026 in Review

Ipsen Advisor Group reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q1 2026, selling an estimated $20.5K and leaving 799 shares worth $522K. The position accounts for 0.37% of the portfolio, ranked #72.

Ipsen Advisor Group first reported a position in IVV in Q4 2022 and has held it in 7 quarters since. The position peaked at $668K in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ipsen Advisor Group held 799 shares of iShares Core S&P 500 ETF worth $522K as of Q1 2026.
Ipsen Advisor Group sold 30 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $20.5K.
iShares Core S&P 500 ETF made up 0.37% of Ipsen Advisor Group's portfolio in Q1 2026, its #72 holding.
Ipsen Advisor Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 7 quarters since.
Ipsen Advisor Group's iShares Core S&P 500 ETF position peaked at $668K in Q3 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.