MMBG Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

MMBG Investment 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	$1.62M	Sell	2,474 -300	-11%	-$205K	0.15%	83
2025 Q4	$1.9M	Hold	2,774	–	–	0.16%	74
2025 Q3	$1.86M	Sell	2,774 -150	-5%	-$96.6K	0.16%	68
2025 Q2	$1.82M	Hold	2,924	–	–	0.18%	64
2025 Q1	$1.64M	Hold	2,924	–	–	0.19%	72
2024 Q4	$1.72M	Hold	2,924	–	–	0.18%	68
2024 Q3	$1.69M	Hold	2,924	–	–	0.18%	72
2024 Q2	$1.6M	Hold	2,924	–	–	0.17%	71
2024 Q1	$1.54M	Hold	2,924	–	–	0.16%	76
2023 Q4	$1.4M	Hold	2,924	–	–	0.16%	77
2023 Q3	$1.26M	Hold	2,924	–	–	0.16%	77
2023 Q2	$1.28M	Hold	2,924	–	–	0.16%	77
2023 Q1	$1.2M	Hold	2,924	–	–	0.15%	80
2022 Q4	$1.12M	Hold	2,924	–	–	0.15%	83
2022 Q3	$1.05M	Hold	2,924	–	–	0.14%	83
2022 Q2	$1.11M	Hold	2,924	–	–	0.14%	84
2022 Q1	$1.33M	Hold	2,924	–	–	0.14%	79
2021 Q4	$1.4M	Buy	+2,924	New	+$1.35M	0.13%	81

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

MMBG Investment Advisors's IVV Position: Q1 2026 in Review

MMBG Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, selling an estimated $205K and leaving 2,474 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #83.

MMBG Investment Advisors first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.9M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

MMBG Investment Advisors held 2,474 shares of iShares Core S&P 500 ETF worth $1.62M as of Q1 2026.
MMBG Investment Advisors sold 300 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $205K.
iShares Core S&P 500 ETF made up 0.15% of MMBG Investment Advisors's portfolio in Q1 2026, its #83 holding.
MMBG Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
MMBG Investment Advisors's iShares Core S&P 500 ETF position peaked at $1.9M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.