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

Maripau 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 		$3.37M Buy
5,162
+849
+20% +$580K 1.48% 16
2025
Q4 		$2.95M Buy
4,313
+607
+16% +$412K 1.36% 17
2025
Q3 		$2.48M Sell
3,706
-816
-18% -$526K 1.25% 18
2025
Q2 		$2.81M Sell
4,522
-2,774
-38% -$1.59M 1.41% 16
2025
Q1 		$4.1M Sell
7,296
-1,816
-20% -$1.07M 2.35% 8
2024
Q4 		$5.36M Sell
9,112
-3,940
-30% -$2.33M 3.18% 5
2024
Q3 		$7.53M Sell
13,052
-1,798
-12% -$1,000K 6.52% 3
2024
Q2 		$8.13M Sell
14,850
-2,152
-13% -$1.13M 5.55% 3
2024
Q1 		$8.94M Sell
17,002
-2,116
-11% -$1.06M 6.7% 2
2023
Q4 		$9.13M Buy
19,118
+861
+5% +$385K 7.94% 2
2023
Q3 		$7.84M Buy
18,257
+1,394
+8% +$624K 7.21% 3
2023
Q2 		$7.52M Buy
16,863
+992
+6% +$418K 6.69% 2
2023
Q1 		$6.52M Buy
15,871
+23
+0.1% +$9.22K 6.79% 2
2022
Q4 		$6.19M Buy
15,848
+25
+0.2% +$9.65K 6.44% 2
2022
Q3 		$6.14M Buy
15,823
+881
+6% +$352K 6.62% 3
2022
Q2 		$6.17M Sell
14,942
-2,370
-14% -$975K 6.67% 3
2022
Q1 		$7.46M Buy
17,312
+1,670
+11% +$747K 6.74% 3
2021
Q4 		$7.06M Buy
+15,642
New +$7.21M 6.69% 3

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

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

Maripau Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 20% in Q1 2026, buying an estimated $580K and bringing the position to 5,162 shares worth $3.37M. The position accounts for 1.48% of the portfolio, ranked #16.

Maripau Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.13M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Maripau Wealth Management held 5,162 shares of iShares Core S&P 500 ETF worth $3.37M as of Q1 2026.
  • Maripau Wealth Management bought 849 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $580K.
  • iShares Core S&P 500 ETF made up 1.48% of Maripau Wealth Management's portfolio in Q1 2026, its #16 holding.
  • Maripau Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Maripau Wealth Management's iShares Core S&P 500 ETF position peaked at $9.13M in Q4 2023.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Maripau Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.