Longview Asset Management (New Mexico)’s iShares Core S&P 500 ETF IVV Stock Holding History

Longview Asset Management (New Mexico)’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	$665K	Sell	971 -4	-0.4%	-$2.72K	0.46%	25
2025 Q3	$653K	Sell	975 -34	-3%	-$21.9K	0.45%	26
2025 Q2	$626K	Sell	1,009 -50	-5%	-$28.7K	0.47%	28
2025 Q1	$595K	Sell	1,059 -12	-1%	-$7.09K	0.51%	28
2024 Q4	$630K	Buy	+1,071	New	+$634K	0.55%	27

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 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 $424B AUM 22.96% 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

Longview Asset Management (New Mexico)'s IVV Position: Q4 2025 in Review

Longview Asset Management (New Mexico) reduced its iShares Core S&P 500 ETF (IVV) stake by 0.41% in Q4 2025, selling an estimated $2.72K and leaving 971 shares worth $665K. The position accounts for 0.46% of the portfolio, ranked #25.

Longview Asset Management (New Mexico) first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. 4,006 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Longview Asset Management (New Mexico) held 971 shares of iShares Core S&P 500 ETF worth $665K as of Q4 2025.
Longview Asset Management (New Mexico) sold 4 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $2.72K.
iShares Core S&P 500 ETF made up 0.46% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #25 holding.
Longview Asset Management (New Mexico) first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
4,006 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.