Long Run Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Long Run Wealth Advisors’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
2025 Q4	$1.35M	Sell	1,971 -8	-0.4%	-$5.43K	0.25%	61
2025 Q3	$1.32M	Buy	1,979 +7	+0.4%	+$4.51K	0.26%	61
2025 Q2	$1.22M	Buy	1,972 +36	+2%	+$20.7K	0.26%	62
2025 Q1	$1.09M	Buy	1,936 +354	+22%	+$209K	0.25%	64
2024 Q4	$931K	Sell	1,582 -878	-36%	-$520K	0.22%	66
2024 Q3	$1.42M	Buy	2,460 +391	+19%	+$217K	0.33%	51
2024 Q2	$1.13M	Buy	2,069 +731	+55%	+$384K	0.29%	61
2024 Q1	$703K	Hold	1,338	–	–	0.19%	70
2023 Q4	$639K	Buy	1,338 +844	+171%	+$378K	0.18%	70
2023 Q3	$212K	Buy	494 +6	+1%	+$2.68K	0.07%	80
2023 Q2	$218K	Hold	488	–	–	0.07%	89
2023 Q1	$201K	Buy	+488	New	+$196K	0.07%	92
2022 Q4	–	Sell	-619	Closed	-$222K	–	95
2022 Q3	$222K	Hold	619	–	–	0.09%	88
2022 Q2	$235K	Sell	619 -3	-0.5%	-$1.23K	0.09%	87
2022 Q1	$281K	Buy	622 +3	+0.5%	+$1.34K	0.1%	86
2021 Q4	$295K	Buy	+619	New	+$285K	0.1%	87

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Long Run Wealth Advisors's IVV Position: Q4 2025 in Review

Long Run Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.4% in Q4 2025, selling an estimated $5.43K and leaving 1,971 shares worth $1.35M. The position accounts for 0.25% of the portfolio, ranked #61.

Long Run Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.42M in Q3 2024. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Long Run Wealth Advisors held 1,971 shares of iShares Core S&P 500 ETF worth $1.35M as of Q4 2025.
Long Run Wealth Advisors sold 8 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $5.43K.
iShares Core S&P 500 ETF made up 0.25% of Long Run Wealth Advisors's portfolio in Q4 2025, its #61 holding.
Long Run Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Long Run Wealth Advisors's iShares Core S&P 500 ETF position peaked at $1.42M in Q3 2024.
3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.