Maltin Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Maltin Wealth Management’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	-554	Closed	-$380K	–	142
2025 Q4	$380K	Sell	554 -10	-2%	-$6.79K	0.15%	96
2025 Q3	$378K	Buy	564 +1	+0.2%	+$644	0.16%	92
2025 Q2	$349K	Sell	563 -8	-1%	-$4.59K	0.16%	92
2025 Q1	$321K	Buy	571 +108	+23%	+$63.8K	0.15%	99
2024 Q4	$273K	Sell	463 -2	-0.4%	-$1.18K	0.13%	109
2024 Q3	$268K	Buy	465 +2	+0.4%	+$1.11K	0.13%	107
2024 Q2	$253K	Buy	463 +1	+0.2%	+$526	0.14%	103
2024 Q1	$243K	Buy	+462	New	+$231K	0.14%	107
2022 Q4	–	Sell	-673	Closed	-$241K	–	108
2022 Q3	$241K	Buy	673 +71	+12%	+$28.4K	0.19%	92
2022 Q2	$228K	Sell	602 -71	-11%	-$29.2K	0.16%	101
2022 Q1	$305K	Sell	673 -65	-9%	-$29.1K	0.2%	91
2021 Q4	$352K	Buy	738 +46	+7%	+$21.2K	0.21%	88
2021 Q3	$298K	Buy	692 +6	+0.9%	+$2.66K	0.18%	86
2021 Q2	$295K	Buy	686 +121	+21%	+$50.7K	0.18%	87
2021 Q1	$225K	Buy	+565	New	+$219K	0.15%	99
2020 Q1	–	Sell	-791	Closed	-$256K	–	100
2019 Q4	$256K	Buy	+791	New	+$245K	0.17%	63

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

Maltin Wealth Management's IVV Position: Q1 2026 in Review

Maltin Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 554 shares — an estimated $380K sold.

Maltin Wealth Management first reported a position in IVV in Q4 2019 and held it in 16 quarters. The position peaked at $380K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Maltin Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Maltin Wealth Management sold 554 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $380K.
Maltin Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and held it in 16 quarters.
Maltin Wealth Management's iShares Core S&P 500 ETF position peaked at $380K in Q4 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Maltin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.