MB Generational Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

MB Generational Wealth’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	$2.79M	Sell	4,271 -550	-11%	-$376K	1.54%	14
2025 Q4	$3.3M	Sell	4,821 -7	-0.1%	-$4.75K	1.75%	14
2025 Q3	$3.23M	Buy	+4,828	New	+$3.11M	2.05%	13
2025 Q1	$2.78M	Hold	4,952	–	–	2.08%	10
2024 Q4	$2.92M	Hold	4,952	–	–	2.14%	10
2024 Q3	$2.86M	Hold	4,952	–	–	2.06%	10
2024 Q2	$2.71M	Sell	4,952 -259	-5%	-$136K	2.1%	10
2024 Q1	$2.74M	Sell	5,211 -177	-3%	-$88.6K	2.15%	10
2023 Q4	$2.57M	Buy	+5,388	New	+$2.41M	2.42%	10

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

MB Generational Wealth's IVV Position: Q1 2026 in Review

MB Generational Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, selling an estimated $376K and leaving 4,271 shares worth $2.79M. The position accounts for 1.54% of the portfolio, ranked #14.

MB Generational Wealth first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.3M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

MB Generational Wealth held 4,271 shares of iShares Core S&P 500 ETF worth $2.79M as of Q1 2026.
MB Generational Wealth sold 550 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $376K.
iShares Core S&P 500 ETF made up 1.54% of MB Generational Wealth's portfolio in Q1 2026, its #14 holding.
MB Generational Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
MB Generational Wealth's iShares Core S&P 500 ETF position peaked at $3.3M in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on MB Generational Wealth's 13F filing for Q1 2026, filed 4 May 2026.