IronBridge Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

IronBridge Private Wealth’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	–	Sell	-1,825	Closed	-$1.22M	–	51
2025 Q4	$1.22M	Hold	1,825	–	–	0.39%	30
2025 Q3	$1.22M	Hold	1,825	–	–	0.39%	32
2025 Q2	$1.13M	Hold	1,825	–	–	0.39%	27
2025 Q1	$1.03M	Sell	1,825 -4	-0.2%	-$2.36K	0.4%	33
2024 Q4	$1.08M	Hold	1,829	–	–	0.4%	34
2024 Q3	$1.05M	Hold	1,829	–	–	0.39%	34
2024 Q2	$1M	Hold	1,829	–	–	0.37%	33
2024 Q1	$961K	Buy	1,829 +724	+66%	+$362K	0.4%	34
2023 Q4	$528K	Buy	+1,105	New	+$495K	0.26%	34
2022 Q1	–	Sell	-125	Closed	-$60K	–	164
2021 Q4	$60K	Buy	125 +121	+3,025%	+$55.8K	0.03%	65
2021 Q3	$2K	Sell	4 -56,947	-100%	-$25.2M	﹤0.01%	250
2021 Q2	$24.5M	Buy	56,951 +56,947	+1,423,675%	+$23.9M	14.43%	1
2021 Q1	$2K	Hold	4	–	–	﹤0.01%	254
2020 Q4	$2K	Buy	+4	New	+$1.42K	﹤0.01%	233

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

IronBridge Private Wealth's IVV Position: Q1 2026 in Review

IronBridge Private Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,825 shares — an estimated $1.22M sold.

IronBridge Private Wealth first reported a position in IVV in Q4 2020 and held it in 14 quarters. The position peaked at $24.5M in Q2 2021. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

IronBridge Private Wealth reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 1,825 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.22M.
IronBridge Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2020 and held it in 14 quarters.
IronBridge Private Wealth's iShares Core S&P 500 ETF position peaked at $24.5M in Q2 2021.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.