Kurt F. Somerville’s iShares Core S&P 500 ETF IVV Stock Holding History

Kurt F. Somerville’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	-671	Closed	-$460K	–	99
2025 Q4	$460K	Hold	671	–	–	0.08%	68
2025 Q3	$449K	Hold	671	–	–	0.07%	71
2025 Q2	$417K	Sell	671 -38	-5%	-$21.8K	0.07%	79
2025 Q1	$398K	Hold	709	–	–	0.07%	80
2024 Q4	$417K	Sell	709 -2,000	-74%	-$1.18M	0.07%	70
2024 Q3	$1.56M	Buy	2,709 +168	+7%	+$93.4K	0.25%	46
2024 Q2	$1.39M	Sell	2,541 -400	-14%	-$210K	0.23%	51
2024 Q1	$1.55M	Sell	2,941 -1,077	-27%	-$539K	0.26%	47
2023 Q4	$1.92M	Sell	4,018 -3,542	-47%	-$1.59M	0.36%	40
2023 Q3	$3.25M	Hold	7,560	–	–	0.65%	33
2023 Q2	$3.37M	Hold	7,560	–	–	0.64%	36
2023 Q1	$3.11M	Hold	7,560	–	–	0.57%	37
2022 Q4	$2.9M	Sell	7,560 -100	-1%	-$38.6K	0.56%	34
2022 Q3	$2.75M	Hold	7,660	–	–	0.55%	40
2022 Q2	$2.9M	Hold	7,660	–	–	0.55%	41
2022 Q1	$3.48M	Sell	7,660 -41	-0.5%	-$18.3K	0.56%	40
2021 Q4	$3.67M	Buy	7,701 +6,578	+586%	+$3.03M	0.51%	40
2021 Q3	$484K	Hold	1,123	–	–	0.07%	78
2021 Q2	$483K	Hold	1,123	–	–	0.07%	76
2021 Q1	$447K	Hold	1,123	–	–	0.07%	77
2020 Q4	$422K	Hold	1,123	–	–	0.07%	78
2020 Q3	$377K	Buy	1,123 +123	+12%	+$40.9K	0.07%	84
2020 Q2	$310K	Hold	1,000	–	–	0.06%	93
2020 Q1	$258K	Hold	1,000	–	–	0.06%	92
2019 Q4	$323K	Hold	1,000	–	–	0.06%	80
2019 Q3	$299K	Hold	1,000	–	–	0.06%	81
2019 Q2	$295K	Hold	1,000	–	–	0.06%	81
2019 Q1	$285K	Hold	1,000	–	–	0.06%	93
2018 Q4	$252K	Sell	1,000 -1,398	-58%	-$380K	0.06%	95
2018 Q3	$702K	Hold	2,398	–	–	0.14%	63
2018 Q2	$655K	Hold	2,398	–	–	0.14%	65
2018 Q1	$636K	Hold	2,398	–	–	0.14%	67
2017 Q4	$645K	Sell	2,398 -250	-9%	-$65.5K	0.13%	67
2017 Q3	$670K	Hold	2,648	–	–	0.13%	62
2017 Q2	$644K	Sell	2,648 -148	-5%	-$35.7K	0.13%	65
2017 Q1	$664K	Hold	2,796	–	–	0.14%	67
2016 Q4	$630K	Hold	2,796	–	–	0.14%	70
2016 Q3	$608K	Hold	2,796	–	–	0.13%	74
2016 Q2	$588K	Hold	2,796	–	–	0.13%	77
2016 Q1	$578K	Hold	2,796	–	–	0.13%	75
2015 Q4	$572K	Hold	2,796	–	–	0.13%	77
2015 Q3	$539K	Hold	2,796	–	–	0.14%	77
2015 Q2	$579K	Hold	2,796	–	–	0.13%	78
2015 Q1	$581K	Hold	2,796	–	–	0.13%	77
2014 Q4	$578K	Buy	2,796 +1,398	+100%	+$283K	0.14%	79
2014 Q3	$277K	Hold	1,398	–	–	0.11%	88
2014 Q2	$275K	Hold	1,398	–	–	0.11%	91
2014 Q1	$263K	Hold	1,398	–	–	0.1%	92
2013 Q4	$260K	Hold	1,398	–	–	0.1%	97
2013 Q3	$236K	Buy	+1,398	New	+$236K	0.09%	100

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

Kurt F. Somerville's IVV Position: Q1 2026 in Review

Kurt F. Somerville sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 671 shares — an estimated $460K sold.

Kurt F. Somerville first reported a position in IVV in Q3 2013 and held it in 50 quarters. The position peaked at $3.67M in Q4 2021. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Kurt F. Somerville reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Kurt F. Somerville sold 671 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $460K.
Kurt F. Somerville first reported a position in iShares Core S&P 500 ETF in Q3 2013 and held it in 50 quarters.
Kurt F. Somerville's iShares Core S&P 500 ETF position peaked at $3.67M in Q4 2021.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Kurt F. Somerville's 13F filing for Q1 2026, filed 8 May 2026.