Mutual Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $135M | Sell |
206,628
-6,630
| -3% | -$4.53M | 2.89% | 4 |
|
|
2025
Q4 | $146M | Sell |
213,258
-3,381
| -2% | -$2.3M | 3.13% | 4 |
|
|
2025
Q3 | $146M | Buy |
216,639
+25,851
| +14% | +$16.6M | 3.22% | 4 |
|
|
2025
Q2 | $122M | Buy |
190,788
+1,898
| +1% | +$1.09M | 3.05% | 4 |
|
|
2025
Q1 | $104M | Sell |
188,890
-7,204
| -4% | -$4.25M | 2.99% | 5 |
|
|
2024
Q4 | $117M | Buy |
196,094
+5,181
| +3% | +$3.07M | 3.37% | 4 |
|
|
2024
Q3 | $111M | Sell |
190,913
-19,162
| -9% | -$10.7M | 3.25% | 4 |
|
|
2024
Q2 | $115M | Buy |
210,075
+2,635
| +1% | +$1.39M | 3.47% | 4 |
|
|
2024
Q1 | $109M | Sell |
207,440
-17,713
| -8% | -$8.86M | 3.5% | 4 |
|
|
2023
Q4 | $108M | Buy |
225,153
+17,034
| +8% | +$7.62M | 3.74% | 4 |
|
|
2023
Q3 | $89.4M | Buy |
208,119
+1,641
| +0.8% | +$734K | 3.49% | 4 |
|
|
2023
Q2 | $92M | Buy |
206,478
+7,717
| +4% | +$3.25M | 3.49% | 3 |
|
|
2023
Q1 | $81.7M | Buy |
198,761
+24,966
| +14% | +$10M | 3.35% | 4 |
|
|
2022
Q4 | $66.8M | Buy |
173,795
+3,663
| +2% | +$1.41M | 2.99% | 4 |
|
|
2022
Q3 | $61M | Buy |
170,132
+18,961
| +13% | +$7.57M | 3.14% | 4 |
|
|
2022
Q2 | $57.3M | Buy |
151,171
+2,859
| +2% | +$1.18M | 3.79% | 2 |
|
|
2022
Q1 | $67.3M | Buy |
148,312
+11,713
| +9% | +$5.24M | 3.77% | 2 |
|
|
2021
Q4 | $65.2M | Buy |
136,599
+7,488
| +6% | +$3.45M | 3.45% | 2 |
|
|
2021
Q3 | $55.6M | Buy |
129,111
+14,963
| +13% | +$6.63M | 3.29% | 2 |
|
|
2021
Q2 | $49.1M | Buy |
114,148
+11,176
| +11% | +$4.68M | 2.91% | 2 |
|
|
2021
Q1 | $41M | Sell |
102,972
-9,178
| -8% | -$3.55M | 2.8% | 2 |
|
|
2020
Q4 | $42.1M | Sell |
112,150
-5,610
| -5% | -$2M | 3.13% | 2 |
|
|
2020
Q3 | $39.6M | Sell |
117,760
-3,243
| -3% | -$1.08M | 3.43% | 2 |
|
|
2020
Q2 | $37.5M | Sell |
121,003
-7,690
| -6% | -$2.26M | 3.68% | 1 |
|
|
2020
Q1 | $33.3M | Sell |
128,693
-1,415
| -1% | -$434K | 4.51% | 1 |
|
|
2019
Q4 | $42.1M | Buy |
130,108
+9,663
| +8% | +$2.99M | 4.47% | 1 |
|
|
2019
Q3 | $36M | Buy |
120,445
+2,965
| +3% | +$881K | 4.75% | 1 |
|
|
2019
Q2 | $34.6M | Sell |
117,480
-5,446
| -4% | -$1.58M | 4.5% | 2 |
|
|
2019
Q1 | $35M | Sell |
122,926
-3,326
| -3% | -$909K | 5.18% | 1 |
|
|
2018
Q4 | $31.8M | Buy |
126,252
+10,428
| +9% | +$2.83M | 6.26% | 1 |
|
|
2018
Q3 | $33.9M | Buy |
115,824
+104,695
| +941% | +$30M | 5.15% | 1 |
|
|
2018
Q2 | $3.04M | Buy |
11,129
+719
| +7% | +$196K | 0.69% | 22 |
|
|
2018
Q1 | $2.76M | Buy |
10,410
+632
| +6% | +$174K | 0.7% | 18 |
|
|
2017
Q4 | $2.63M | Buy |
+9,778
| New | +$2.56M | 0.99% | 14 |
|
Other funds holding IVV
Mutual Advisors's IVV Position: Q1 2026 in Review
Mutual Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q1 2026, selling an estimated $4.53M and leaving 206,628 shares worth $135M. The position accounts for 2.89% of the portfolio, ranked #4.
Mutual Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $146M in Q3 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Mutual Advisors held 206,628 shares of iShares Core S&P 500 ETF worth $135M as of Q1 2026.
- Mutual Advisors sold 6,630 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.53M.
- iShares Core S&P 500 ETF made up 2.89% of Mutual Advisors's portfolio in Q1 2026, its #4 holding.
- Mutual Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Core S&P 500 ETF position peaked at $146M in Q3 2025.
- 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.