Spectrum Advisors, Inc.’s iShares Core S&P 500 ETF IVV Stock Holding History

Spectrum Advisors, Inc.’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	$1.75M	Buy	+2,685	New	+$1.83M	1.39%	18

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Spectrum Advisors, Inc.'s IVV Position: Q1 2026 in Review

Spectrum Advisors, Inc. opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 2,685 shares worth $1.75M. The stake represents 1.39% of the portfolio and ranks #18 among its holdings.

4,005 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Spectrum Advisors, Inc. held 2,685 shares of iShares Core S&P 500 ETF worth $1.75M as of Q1 2026.
iShares Core S&P 500 ETF was a new Spectrum Advisors, Inc. position in Q1 2026.
iShares Core S&P 500 ETF made up 1.39% of Spectrum Advisors, Inc.'s portfolio in Q1 2026, its #18 holding.
4,005 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Spectrum Advisors, Inc.'s 13F filing for Q1 2026, filed 11 Sep 2026.