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Jim Saulnier & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Jim Saulnier & Associates’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 		$1.26M Sell
1,926
-63
-3% -$43K 0.61% 40
2025
Q4 		$1.36M Buy
1,989
+86
+5% +$58.4K 0.71% 35
2025
Q3 		$1.27M Sell
1,903
-32
-2% -$20.6K 0.71% 33
2025
Q2 		$1.2M Buy
1,935
+28
+1% +$16.1K 0.82% 32
2025
Q1 		$1.07M Buy
1,907
+152
+9% +$89.8K 0.83% 35
2024
Q4 		$1.03M Buy
1,755
+1
+0.1% +$592 0.89% 30
2024
Q3 		$1.01M Buy
+1,754
New +$975K 0.99% 26

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Jim Saulnier & Associates's IVV Position: Q1 2026 in Review

Jim Saulnier & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q1 2026, selling an estimated $43K and leaving 1,926 shares worth $1.26M. The position accounts for 0.61% of the portfolio, ranked #40.

Jim Saulnier & Associates first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Jim Saulnier & Associates held 1,926 shares of iShares Core S&P 500 ETF worth $1.26M as of Q1 2026.
  • Jim Saulnier & Associates sold 63 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $43K.
  • iShares Core S&P 500 ETF made up 0.61% of Jim Saulnier & Associates's portfolio in Q1 2026, its #40 holding.
  • Jim Saulnier & Associates first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Jim Saulnier & Associates's iShares Core S&P 500 ETF position peaked at $1.36M in Q4 2025.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.