Measured Wealth Private Client Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Measured Wealth Private Client Group’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	$4.41M	Sell	6,749 -370	-5%	-$253K	1.2%	18
2025 Q4	$4.88M	Sell	7,119 -988	-12%	-$671K	1.29%	18
2025 Q3	$5.43M	Buy	8,107 +190	+2%	+$122K	1.46%	14
2025 Q2	$4.92M	Hold	7,917	–	–	1.47%	14
2025 Q1	$4.45M	Sell	7,917 -24	-0.3%	-$14.2K	1.43%	15
2024 Q4	$4.67M	Sell	7,941 -230	-3%	-$136K	1.51%	15
2024 Q3	$4.71M	Sell	8,171 -162	-2%	-$90.1K	1.58%	13
2024 Q2	$4.56M	Sell	8,333 -454	-5%	-$239K	1.6%	10
2024 Q1	$4.62M	Sell	8,787 -319	-4%	-$160K	1.61%	10
2023 Q4	$4.35M	Sell	9,106 -26	-0.3%	-$11.6K	1.6%	12
2023 Q3	$3.92M	Sell	9,132 -581	-6%	-$260K	1.58%	12
2023 Q2	$4.33M	Sell	9,713 -545	-5%	-$230K	1.64%	12
2023 Q1	$4.22M	Sell	10,258 -97	-0.9%	-$38.9K	1.62%	12
2022 Q4	$3.98M	Buy	10,355 +274	+3%	+$106K	1.64%	12
2022 Q3	$3.62M	Buy	10,081 +131	+1%	+$52.3K	1.6%	14
2022 Q2	$3.77M	Sell	9,950 -2,648	-21%	-$1.09M	1.67%	10
2022 Q1	$5.71M	Sell	12,598 -818	-6%	-$366K	2.1%	10
2021 Q4	$6.4M	Sell	13,416 -143	-1%	-$65.9K	2.26%	7
2021 Q3	$5.84M	Sell	13,559 -1,317	-9%	-$584K	2.25%	6
2021 Q2	$6.39M	Sell	14,876 -25	-0.2%	-$10.5K	2.04%	8
2021 Q1	$5.93M	Sell	14,901 -12	-0.1%	-$4.65K	2.1%	8
2020 Q4	$5.6M	Sell	14,913 -62	-0.4%	-$22.1K	2.33%	7
2020 Q3	$5.03M	Sell	14,975 -876	-6%	-$292K	2.43%	7
2020 Q2	$4.91M	Sell	15,851 -468	-3%	-$137K	2.86%	6
2020 Q1	$4.22M	Sell	16,319 -735	-4%	-$225K	3.28%	6
2019 Q4	$5.51M	Sell	17,054 -1,925	-10%	-$596K	3.68%	6
2019 Q3	$5.67M	Sell	18,979 -30,381	-62%	-$9.03M	3.66%	5
2019 Q2	$14.5M	Sell	49,360 -2,862	-5%	-$829K	8.4%	1
2019 Q1	$14.9M	Buy	52,222 +1,754	+3%	+$480K	9.16%	1
2018 Q4	$12.7M	Buy	50,468 +1,747	+4%	+$474K	11.51%	1
2018 Q3	$14.3M	Buy	48,721 +2,277	+5%	+$653K	8.56%	1
2018 Q2	$12.7M	Buy	+46,444	New	+$12.6M	10.32%	1
2017 Q3	$10.6M	Buy	+42,006	New	+$10.4M	14.52%	1

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

Measured Wealth Private Client Group's IVV Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q1 2026, selling an estimated $253K and leaving 6,749 shares worth $4.41M. The position accounts for 1.2% of the portfolio, ranked #18.

Measured Wealth Private Client Group first reported a position in IVV in Q3 2017 and has held it in 33 quarters since. The position peaked at $14.9M in Q1 2019. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Measured Wealth Private Client Group held 6,749 shares of iShares Core S&P 500 ETF worth $4.41M as of Q1 2026.
Measured Wealth Private Client Group sold 370 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $253K.
iShares Core S&P 500 ETF made up 1.2% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #18 holding.
Measured Wealth Private Client Group first reported a position in iShares Core S&P 500 ETF in Q3 2017 and has held it in 33 quarters since.
Measured Wealth Private Client Group's iShares Core S&P 500 ETF position peaked at $14.9M in Q1 2019.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.