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

IVC 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	–	Sell	-325	Closed	-$223K	–	186
2025 Q4	$223K	Buy	+325	New	+$221K	0.1%	163
2023 Q4	–	Sell	-582	Closed	-$250K	–	168
2023 Q3	$250K	Hold	582	–	–	0.17%	121
2023 Q2	$259K	Buy	+582	New	+$245K	0.16%	123

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

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

IVC Wealth Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 325 shares — an estimated $223K sold.

IVC Wealth Advisors first reported a position in IVV in Q2 2023 and held it in 3 quarters. The position peaked at $259K in Q2 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

IVC Wealth Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
IVC Wealth Advisors sold 325 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $223K.
IVC Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and held it in 3 quarters.
IVC Wealth Advisors's iShares Core S&P 500 ETF position peaked at $259K in Q2 2023.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on IVC Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.