Mark Sheptoff Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Mark Sheptoff Financial 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	$468K	Sell	644 -142	-18%	-$97K	0.25%	61
2025 Q4	$538K	Sell	786 -126	-14%	-$85.6K	0.26%	58
2025 Q3	$610K	Hold	912	–	–	0.29%	50
2025 Q2	$566K	Sell	912 -5	-0.5%	-$2.87K	0.3%	50
2025 Q1	$515K	Sell	917 -90	-9%	-$53.1K	0.28%	57
2024 Q4	$593K	Buy	1,007 +5	+0.5%	+$2.96K	0.32%	53
2024 Q3	$578K	Buy	1,002 +74	+8%	+$41.1K	0.31%	52
2024 Q2	$508K	Buy	928 +361	+64%	+$190K	0.28%	57
2024 Q1	$298K	Buy	567 +102	+22%	+$51K	0.17%	75
2023 Q4	$222K	Buy	465 +10	+2%	+$4.48K	0.13%	85
2023 Q3	$196K	Buy	455 +307	+207%	+$137K	0.13%	91
2023 Q2	$66K	Hold	148	–	–	0.04%	143
2023 Q1	$60.8K	Sell	148 -90	-38%	-$36.1K	0.04%	141
2022 Q4	$91.4K	Hold	238	–	–	0.05%	115
2022 Q3	$85K	Hold	238	–	–	0.05%	118
2022 Q2	$90K	Hold	238	–	–	0.05%	121
2022 Q1	$108K	Hold	238	–	–	0.05%	131
2021 Q4	$114K	Buy	238 +180	+310%	+$83K	0.05%	131
2021 Q3	$16K	Hold	58	–	–	0.01%	267
2021 Q2	$16K	Hold	58	–	–	0.01%	290
2021 Q1	$16K	Hold	58	–	–	0.01%	250
2020 Q4	$16K	Hold	58	–	–	0.01%	234
2020 Q3	$16K	Hold	58	–	–	0.01%	201
2020 Q2	$16K	Hold	58	–	–	0.01%	215
2020 Q1	$16K	Hold	58	–	–	0.01%	191
2019 Q4	$16K	Hold	58	–	–	0.01%	239
2019 Q3	$16K	Hold	58	–	–	0.01%	231
2019 Q2	$16K	Hold	58	–	–	0.01%	227
2019 Q1	$16K	Buy	58 +44	+314%	+$12K	0.01%	225
2018 Q4	$4K	Buy	+14	New	+$3.8K	﹤0.01%	287

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

Mark Sheptoff Financial Planning's IVV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 18% in Q1 2026, selling an estimated $97K and leaving 644 shares worth $468K. The position accounts for 0.25% of the portfolio, ranked #61.

Mark Sheptoff Financial Planning first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $610K in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mark Sheptoff Financial Planning held 644 shares of iShares Core S&P 500 ETF worth $468K as of Q1 2026.
Mark Sheptoff Financial Planning sold 142 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $97K.
iShares Core S&P 500 ETF made up 0.25% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #61 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
Mark Sheptoff Financial Planning's iShares Core S&P 500 ETF position peaked at $610K in Q3 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.