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

MY 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	$11.4M	Buy	20,301 +5,524	+37%	+$3.77M	11.04%	3
2025 Q4	$10.1M	Sell	14,777 -613	-4%	-$416K	8.82%	3
2025 Q3	$10.3M	Buy	15,390 +2,517	+20%	+$1.62M	9.03%	4
2025 Q2	$7.99M	Sell	12,873 -7,428	-37%	-$4.27M	7.66%	5
2025 Q1	$11.4M	Buy	20,301 +2,319	+13%	+$1.37M	11.04%	3
2024 Q4	$10.6M	Buy	17,982 +4,806	+36%	+$2.84M	10.57%	3
2024 Q3	$7.6M	Buy	13,176 +44	+0.3%	+$24.5K	7.71%	5
2024 Q2	$7.19M	Sell	13,132 -157	-1%	-$82.6K	8.18%	3
2024 Q1	$6.99M	Sell	13,289 -5,072	-28%	-$2.54M	7.71%	3
2023 Q4	$8.77M	Buy	18,361 +5,363	+41%	+$2.4M	8.25%	4
2023 Q3	$5.58M	Sell	12,998 -86	-0.7%	-$38.5K	5.55%	5
2023 Q2	$5.83M	Buy	13,084 +593	+5%	+$250K	5.32%	5
2023 Q1	$5.13M	Buy	12,491 +3	+0%	+$1.2K	5.14%	5
2022 Q4	$4.8M	Buy	12,488 +11,863	+1,898%	+$4.58M	7.31%	4
2022 Q3	$224K	Hold	625	–	–	0.24%	25
2022 Q2	$237K	Hold	625	–	–	0.26%	26
2022 Q1	$284K	Hold	625	–	–	0.26%	25
2021 Q4	$298K	Buy	+625	New	+$288K	0.26%	26

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

MY Wealth Management's IVV Position: Q1 2026 in Review

MY Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 37% in Q1 2026, buying an estimated $3.77M and bringing the position to 20,301 shares worth $11.4M. The position accounts for 11.04% of the portfolio, ranked #3.

MY Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

MY Wealth Management held 20,301 shares of iShares Core S&P 500 ETF worth $11.4M as of Q1 2026.
MY Wealth Management bought 5,524 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.77M.
iShares Core S&P 500 ETF made up 11.04% of MY Wealth Management's portfolio in Q1 2026, its #3 holding.
MY Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.