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My Personal CFO LLC’s iShares Core S&P 500 ETF IVV Stock Holding History

My Personal CFO LLC’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 		$1.94M Sell
2,972
-121
-4% -$82.6K 0.85% 31
2025
Q4 		$2.12M Sell
3,093
-17,268
-85% -$11.7M 0.88% 31
2025
Q3 		$13.6M Buy
20,361
+17,086
+522% +$11M 5.28% 3
2025
Q2 		$2.03M Sell
3,275
-2
-0.1% -$1.15K 0.92% 31
2025
Q1 		$1.84M Buy
3,277
+6
+0.2% +$3.54K 0.93% 30
2024
Q4 		$1.93M Sell
3,271
-83
-2% -$49.1K 0.99% 29
2024
Q3 		$1.93M Buy
3,354
+158
+5% +$87.8K 1.06% 29
2024
Q2 		$1.75M Buy
3,196
+98
+3% +$51.5K 0.93% 30
2024
Q1 		$1.63M Sell
3,098
-33
-1% -$16.5K 0.94% 30
2023
Q4 		$1.5M Buy
3,131
+8
+0.3% +$3.58K 0.97% 27
2023
Q3 		$1.34M Hold
3,123
– – 1.08% 25
2023
Q2 		$1.39M Sell
3,123
-26
-0.8% -$11K 1.09% 25
2023
Q1 		$1.29M Buy
3,149
+2,122
+207% +$851K 1.1% 27
2022
Q4 		$1.21M Hold
1,027
– – 1.11% 24
2022
Q3 		$1.16M Sell
1,027
-1,452
-59% -$580K 1.76% 17
2022
Q2 		$940K Buy
2,479
+38
+2% +$15.6K 1.21% 24
2022
Q1 		$1.11M Buy
2,441
+337
+16% +$151K 1.15% 23
2021
Q4 		$1M Buy
+2,104
New +$970K 0.88% 28

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

My Personal CFO LLC's IVV Position: Q1 2026 in Review

My Personal CFO LLC reduced its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q1 2026, selling an estimated $82.6K and leaving 2,972 shares worth $1.94M. The position accounts for 0.85% of the portfolio, ranked #31.

My Personal CFO LLC first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.6M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • My Personal CFO LLC held 2,972 shares of iShares Core S&P 500 ETF worth $1.94M as of Q1 2026.
  • My Personal CFO LLC sold 121 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $82.6K.
  • iShares Core S&P 500 ETF made up 0.85% of My Personal CFO LLC's portfolio in Q1 2026, its #31 holding.
  • My Personal CFO LLC first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • My Personal CFO LLC's iShares Core S&P 500 ETF position peaked at $13.6M in Q3 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.