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Meadow Creek Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Meadow Creek Wealth Advisors’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 		$14.9M Sell
22,842
-104
-0.5% -$71K 9.66% 1
2025
Q4 		$15.7M Buy
22,946
+1,975
+9% +$1.34M 10.05% 1
2025
Q3 		$13.9M Buy
20,971
+403
+2% +$260K 9.24% 1
2025
Q2 		$12.8M Buy
20,568
+188
+0.9% +$108K 8.62% 1
2025
Q1 		$11.5M Buy
20,380
+560
+3% +$331K 8.54% 1
2024
Q4 		$11.7M Buy
19,820
+1,070
+6% +$633K 8.4% 2
2024
Q3 		$10.8M Buy
18,750
+5,565
+42% +$3.09M 8.57% 1
2024
Q2 		$7.22M Buy
13,185
+3,602
+38% +$1.89M 6.82% 2
2024
Q1 		$5.04M Sell
9,583
-36
-0.4% -$18K 3.51% 2
2023
Q4 		$4.59M Buy
+9,619
New +$4.31M 4.47% 2
2022
Q3 		$2.3M Buy
6,421
+391
+6% +$156K 3.05% 5
2022
Q2 		$2.29M Buy
6,030
+723
+14% +$297K 2.81% 5
2022
Q1 		$2.41M Sell
5,307
-76
-1% -$34K 2.61% 5
2021
Q4 		$2.57M Buy
+5,383
New +$2.48M 2.42% 5
2019
Q4 		$2.51M Buy
+7,777
New +$2.41M 3.48% 2

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

Meadow Creek Wealth Advisors's IVV Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.45% in Q1 2026, selling an estimated $71K and leaving 22,842 shares worth $14.9M. The position accounts for 9.66% of the portfolio, ranked #1.

Meadow Creek Wealth Advisors first reported a position in IVV in Q4 2019 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Meadow Creek Wealth Advisors held 22,842 shares of iShares Core S&P 500 ETF worth $14.9M as of Q1 2026.
  • Meadow Creek Wealth Advisors sold 104 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $71K.
  • iShares Core S&P 500 ETF made up 9.66% of Meadow Creek Wealth Advisors's portfolio in Q1 2026, its #1 holding.
  • Meadow Creek Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 15 quarters since.
  • Meadow Creek Wealth Advisors's iShares Core S&P 500 ETF position peaked at $15.7M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.