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

Mittelman 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	$305K	Buy	+467	New	+$319K	0.19%	47
2025 Q4	–	Sell	-456	Closed	-$306K	–	45
2025 Q3	$306K	Sell	456 -21	-4%	-$13.5K	0.2%	38
2025 Q2	$296K	Sell	477 -672	-58%	-$386K	0.25%	33
2025 Q1	$646K	Sell	1,149 -57	-5%	-$33.7K	0.58%	17
2024 Q4	$710K	Sell	1,206 -5	-0.4%	-$2.96K	0.66%	16
2024 Q3	$699K	Sell	1,211 -25	-2%	-$13.9K	0.4%	15
2024 Q2	$676K	Sell	1,236 -79	-6%	-$41.5K	0.44%	45
2024 Q1	$691K	Buy	+1,315	New	+$658K	0.47%	43

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

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

Mittelman Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 467 shares worth $305K. The stake represents 0.19% of the portfolio and ranks #47 among its holdings. This is a return to the name: Mittelman Wealth Management previously reported a position in IVV as recently as Q3 2025.

Mittelman Wealth Management first reported a position in IVV in Q1 2024 and has held it in 8 quarters since. The position peaked at $710K in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mittelman Wealth Management held 467 shares of iShares Core S&P 500 ETF worth $305K as of Q1 2026.
iShares Core S&P 500 ETF was a new Mittelman Wealth Management position in Q1 2026.
iShares Core S&P 500 ETF made up 0.19% of Mittelman Wealth Management's portfolio in Q1 2026, its #47 holding.
Mittelman Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 8 quarters since.
Mittelman Wealth Management's iShares Core S&P 500 ETF position peaked at $710K in Q4 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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