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

Mowery & Schoenfeld 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	$602K	Sell	922 -32	-3%	-$21.9K	0.92%	22
2025 Q4	$653K	Buy	954 +32	+3%	+$21.7K	0.95%	20
2025 Q3	$617K	Hold	922	–	–	1.06%	19
2025 Q2	$572K	Sell	922 -372	-29%	-$214K	0.87%	22
2025 Q1	$727K	Sell	1,294 -701	-35%	-$414K	1.42%	14
2024 Q4	$1.17M	Buy	1,995 +1,047	+110%	+$620K	2.28%	9
2024 Q3	$547K	Buy	948 +13	+1%	+$7.23K	0.86%	17
2024 Q2	$512K	Hold	935	–	–	0.73%	18
2024 Q1	$492K	Sell	935 -747	-44%	-$374K	0.95%	18
2023 Q4	$803K	Buy	+1,682	New	+$753K	1.62%	11

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

Mowery & Schoenfeld Wealth Management's IVV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q1 2026, selling an estimated $21.9K and leaving 922 shares worth $602K. The position accounts for 0.92% of the portfolio, ranked #22.

Mowery & Schoenfeld Wealth Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 922 shares of iShares Core S&P 500 ETF worth $602K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 32 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $21.9K.
iShares Core S&P 500 ETF made up 0.92% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #22 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's iShares Core S&P 500 ETF position peaked at $1.17M in Q4 2024.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.