Johnson Financial Group LLC (Colorado)’s iShares Core S&P 500 ETF IVV Stock Holding History

Johnson Financial Group LLC (Colorado)’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	$6.18M	Buy	9,462 +993	+12%	+$678K	0.41%	15
2025 Q4	$5.8M	Buy	8,469 +3,153	+59%	+$2.14M	0.36%	18
2025 Q3	$3.56M	Buy	5,316 +2,360	+80%	+$1.52M	0.33%	16
2025 Q2	$1.84M	Hold	2,956	–	–	0.17%	23
2025 Q1	$1.66M	Buy	2,956 +988	+50%	+$583K	0.18%	26
2024 Q4	$1.16M	Buy	1,968 +423	+27%	+$250K	0.14%	25
2024 Q3	$891K	Buy	1,545 +573	+59%	+$319K	0.11%	23
2024 Q2	$532K	Buy	+972	New	+$511K	0.07%	28
2021 Q4	–	Sell	-4,160	Closed	-$1.79M	–	75
2021 Q3	$1.79M	Sell	4,160 -376	-8%	-$167K	0.35%	16
2021 Q2	$1.95M	Buy	4,536 +616	+16%	+$258K	0.38%	16
2021 Q1	$1.56M	Hold	3,920	–	–	0.36%	15
2020 Q4	$1.47M	Buy	+3,920	New	+$1.4M	0.4%	10

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

Johnson Financial Group LLC (Colorado)'s IVV Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q1 2026, buying an estimated $678K and bringing the position to 9,462 shares worth $6.18M. The position accounts for 0.41% of the portfolio, ranked #15.

Johnson Financial Group LLC (Colorado) first reported a position in IVV in Q4 2020 and has held it in 12 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 9,462 shares of iShares Core S&P 500 ETF worth $6.18M as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 993 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $678K.
iShares Core S&P 500 ETF made up 0.41% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #15 holding.
Johnson Financial Group LLC (Colorado) first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 12 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.