Motiv8 Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Motiv8 Investments’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
2025 Q4	$361	Sell	528 -1	-0.2%	-$679	0.2%	70
2025 Q3	$354K	Sell	529 -6	-1%	-$3.86K	0.19%	78
2025 Q2	$332K	Sell	535 -4	-0.7%	-$2.3K	0.2%	78
2025 Q1	$303K	Sell	539 -5	-0.9%	-$2.95K	0.2%	77
2024 Q4	$320K	Sell	544 -636	-54%	-$376K	0.22%	76
2024 Q3	$681K	Sell	1,180 -170	-13%	-$94.5K	0.46%	70
2024 Q2	$740K	Buy	1,350 +562	+71%	+$296K	0.55%	55
2024 Q1	$414K	Sell	788 -205	-21%	-$103K	0.32%	75
2023 Q4	$474K	Buy	+993	New	+$444K	0.42%	67

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Motiv8 Investments's IVV Position: Q4 2025 in Review

Motiv8 Investments reduced its iShares Core S&P 500 ETF (IVV) stake by 0.19% in Q4 2025, selling an estimated $679 and leaving 528 shares worth $361. The position accounts for 0.2% of the portfolio, ranked #70.

Motiv8 Investments first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. The position peaked at $740K in Q2 2024. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Motiv8 Investments held 528 shares of iShares Core S&P 500 ETF worth $361 as of Q4 2025.
Motiv8 Investments sold 1 iShares Core S&P 500 ETF share in Q4 2025, an estimated $679.
iShares Core S&P 500 ETF made up 0.2% of Motiv8 Investments's portfolio in Q4 2025, its #70 holding.
Motiv8 Investments first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
Motiv8 Investments's iShares Core S&P 500 ETF position peaked at $740K in Q2 2024.
4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Motiv8 Investments's 13F filing for Q4 2025, filed 13 Feb 2026.