Ironsides Asset Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Ironsides Asset 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	$2.68M	Hold	4,100	–	–	0.67%	24
2025 Q4	$2.81M	Hold	4,100	–	–	0.71%	24
2025 Q3	$2.74M	Hold	4,100	–	–	0.71%	22
2025 Q2	$2.55M	Hold	4,100	–	–	0.74%	22
2025 Q1	$2.3M	Hold	4,100	–	–	0.68%	22
2024 Q4	$2.41M	Hold	4,100	–	–	0.69%	20
2024 Q3	$2.36M	Hold	4,100	–	–	0.69%	18
2024 Q2	$2.24M	Hold	4,100	–	–	0.75%	18
2024 Q1	$2.16M	Hold	4,100	–	–	0.74%	16
2023 Q4	$1.96M	Hold	4,100	–	–	0.85%	15
2023 Q3	$1.76M	Hold	4,100	–	–	0.8%	14
2023 Q2	$1.83M	Hold	4,100	–	–	0.78%	14
2023 Q1	$1.69M	Hold	4,100	–	–	0.77%	14
2022 Q4	$1.57M	Hold	4,100	–	–	0.72%	14
2022 Q3	$1.47M	Hold	4,100	–	–	0.66%	16
2022 Q2	$1.55M	Hold	4,100	–	–	0.59%	17
2022 Q1	$1.86M	Hold	4,100	–	–	0.57%	21
2021 Q4	$1.96M	Hold	4,100	–	–	0.54%	20
2021 Q3	$1.77M	Hold	4,100	–	–	0.56%	17
2021 Q2	$1.76M	Hold	4,100	–	–	0.52%	18
2021 Q1	$1.63M	Hold	4,100	–	–	0.51%	18
2020 Q4	$1.54M	Hold	4,100	–	–	0.49%	19
2020 Q3	$1.38M	Hold	4,100	–	–	0.44%	24
2020 Q2	$1.27M	Hold	4,100	–	–	0.42%	24
2020 Q1	$1.06M	Hold	4,100	–	–	0.64%	18
2019 Q4	$1.32M	Hold	4,100	–	–	0.41%	35
2019 Q3	$1.22M	Hold	4,100	–	–	0.41%	33
2019 Q2	$1.21M	Hold	4,100	–	–	0.41%	33
2019 Q1	$1.17M	Hold	4,100	–	–	0.38%	31
2018 Q4	$1.03M	Hold	4,100	–	–	0.37%	31
2018 Q3	$1.2M	Hold	4,100	–	–	0.36%	35
2018 Q2	$1.12M	Hold	4,100	–	–	0.38%	40
2018 Q1	$1.09M	Hold	4,100	–	–	0.42%	35
2017 Q4	$1.1M	Sell	4,100 -4,100	-50%	-$1.07M	0.43%	32
2017 Q3	$2.07M	Buy	8,200 +4,100	+100%	+$1.02M	0.85%	21
2017 Q2	$998K	Hold	4,100	–	–	0.43%	35
2017 Q1	$971K	Buy	+4,100	New	+$959K	0.43%	35
2016 Q3	–	Sell	-3,011	Closed	-$634K	–	163
2016 Q2	$634K	Sell	3,011 -984	-25%	-$205K	0.19%	78
2016 Q1	$826K	Buy	3,995 +3,000	+302%	+$589K	0.21%	91
2015 Q4	$204K	Buy	+995	New	+$206K	0.05%	146
2015 Q3	–	Sell	-995	Closed	-$206K	–	159
2015 Q2	$206K	Hold	995	–	–	0.06%	146
2015 Q1	$207K	Hold	995	–	–	0.06%	145
2014 Q4	$206K	Buy	+995	New	+$201K	0.06%	150

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

Ironsides Asset Advisors's IVV Position: Q1 2026 in Review

Ironsides Asset Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 4,100 shares worth $2.68M. The position accounts for 0.67% of the portfolio, ranked #24.

Ironsides Asset Advisors first reported a position in IVV in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.81M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Ironsides Asset Advisors held 4,100 shares of iShares Core S&P 500 ETF worth $2.68M as of Q1 2026.
Ironsides Asset Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.67% of Ironsides Asset Advisors's portfolio in Q1 2026, its #24 holding.
Ironsides Asset Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 43 quarters since.
Ironsides Asset Advisors's iShares Core S&P 500 ETF position peaked at $2.81M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Ironsides Asset Advisors's 13F filing for Q1 2026, filed 11 May 2026.