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Laurel Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Laurel Wealth Planning’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 		$4.09M Buy
6,260
+190
+3% +$130K 2.16% 21
2025
Q4 		$4.16M Sell
6,070
-1,798
-23% -$1.22M 2.3% 19
2025
Q3 		$5.27M Sell
7,868
-1,157
-13% -$745K 2.79% 15
2025
Q2 		$5.6M Buy
9,025
+4,256
+89% +$2.44M 3.19% 13
2025
Q1 		$2.68M Sell
4,769
-5
-0.1% -$2.95K 1.78% 20
2024
Q4 		$2.81M Sell
4,774
-305
-6% -$181K 1.81% 19
2024
Q3 		$2.93M Sell
5,079
-78
-2% -$43.4K 1.91% 18
2024
Q2 		$2.82M Sell
5,157
-59
-1% -$31K 1.96% 17
2024
Q1 		$2.74M Sell
5,216
-358
-6% -$179K 1.82% 19
2023
Q4 		$2.66M Sell
5,574
-559
-9% -$250K 1.88% 18
2023
Q3 		$2.63M Sell
6,133
-474
-7% -$212K 2.05% 17
2023
Q2 		$2.94M Sell
6,607
-170
-3% -$71.6K 2.1% 18
2023
Q1 		$2.79M Sell
6,777
-1,310
-16% -$525K 1.85% 25
2022
Q4 		$3.11M Buy
8,087
+100
+1% +$38.6K 2% 20
2022
Q3 		$2.87M Sell
7,987
-35
-0.4% -$14K 2.11% 17
2022
Q2 		$3.04M Sell
8,022
-401
-5% -$165K 2.14% 15
2022
Q1 		$3.82M Sell
8,423
-610
-7% -$273K 2.58% 11
2021
Q4 		$4.31M Sell
9,033
-1,750
-16% -$806K 3.26% 9
2021
Q3 		$4.65M Sell
10,783
-286
-3% -$127K 3.75% 7
2021
Q2 		$4.76M Sell
11,069
-1,300
-11% -$545K 4.15% 6
2021
Q1 		$4.92M Sell
12,369
-2,086
-14% -$808K 4.5% 6
2020
Q4 		$5.43M Buy
+14,455
New +$5.15M 5.29% 4

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

Laurel Wealth Planning's IVV Position: Q1 2026 in Review

Laurel Wealth Planning increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q1 2026, buying an estimated $130K and bringing the position to 6,260 shares worth $4.09M. The position accounts for 2.16% of the portfolio, ranked #21.

Laurel Wealth Planning first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.6M in Q2 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Laurel Wealth Planning held 6,260 shares of iShares Core S&P 500 ETF worth $4.09M as of Q1 2026.
  • Laurel Wealth Planning bought 190 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $130K.
  • iShares Core S&P 500 ETF made up 2.16% of Laurel Wealth Planning's portfolio in Q1 2026, its #21 holding.
  • Laurel Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Laurel Wealth Planning's iShares Core S&P 500 ETF position peaked at $5.6M in Q2 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Laurel Wealth Planning's 13F filing for Q1 2026, filed 23 Apr 2026.