JAA
IVV icon

Joel Adams & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Joel Adams & 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 		$572K Buy
875
+20
+2% +$13.7K 0.42% 34
2025
Q4 		$585K Sell
855
-51
-6% -$34.6K 0.44% 35
2025
Q3 		$607K Buy
906
+4
+0.4% +$2.58K 0.49% 34
2025
Q2 		$560K Sell
902
-79
-8% -$45.4K 0.5% 32
2025
Q1 		$551K Sell
981
-548
-36% -$324K 0.5% 28
2024
Q4 		$900K Buy
+1,529
New +$905K 0.82% 19

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

Joel Adams & Associates's IVV Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, buying an estimated $13.7K and bringing the position to 875 shares worth $572K. The position accounts for 0.42% of the portfolio, ranked #34.

Joel Adams & Associates first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $900K in Q4 2024. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Joel Adams & Associates held 875 shares of iShares Core S&P 500 ETF worth $572K as of Q1 2026.
  • Joel Adams & Associates bought 20 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $13.7K.
  • iShares Core S&P 500 ETF made up 0.42% of Joel Adams & Associates's portfolio in Q1 2026, its #34 holding.
  • Joel Adams & Associates first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Joel Adams & Associates's iShares Core S&P 500 ETF position peaked at $900K in Q4 2024.
  • 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.