MPWM Advisory Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

MPWM Advisory Solutions’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	$125K	Hold	192	–	–	0.07%	127
2025 Q4	$131K	Buy	192 +1	+0.5%	+$679	0.07%	113
2025 Q3	$128K	Buy	191 +16	+9%	+$10.3K	0.08%	102
2025 Q2	$109K	Sell	175 -66	-27%	-$37.9K	0.07%	106
2025 Q1	$135K	Hold	241	–	–	0.1%	82
2024 Q4	$142K	Buy	+241	New	+$143K	0.1%	86

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

MPWM Advisory Solutions's IVV Position: Q1 2026 in Review

MPWM Advisory Solutions held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 192 shares worth $125K. The position accounts for 0.07% of the portfolio, ranked #127.

MPWM Advisory Solutions first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $142K in Q4 2024. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

MPWM Advisory Solutions held 192 shares of iShares Core S&P 500 ETF worth $125K as of Q1 2026.
MPWM Advisory Solutions left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.07% of MPWM Advisory Solutions's portfolio in Q1 2026, its #127 holding.
MPWM Advisory Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's iShares Core S&P 500 ETF position peaked at $142K in Q4 2024.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.