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Navellier & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Navellier & Associates’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
Q2 		$1.11M Hold
1,480
– – 0.09% 170
2026
Q1 		$967K Sell
1,480
-16
-1% -$10.9K 0.1% 152
2025
Q4 		$1.02M Buy
1,496
+16
+1% +$10.9K 0.11% 148
2025
Q3 		$991K Hold
1,480
– – 0.1% 183
2025
Q2 		$919K Hold
1,480
– – 0.11% 144
2025
Q1 		$838K Hold
1,480
– – 0.12% 151
2024
Q4 		$871K Hold
1,480
– – 0.1% 175
2024
Q3 		$854K Hold
1,480
– – 0.12% 156
2024
Q2 		$810K Hold
1,480
– – 0.1% 177
2024
Q1 		$778K Hold
1,480
– – 0.1% 182
2023
Q4 		$707K Hold
1,480
– – 0.11% 178
2023
Q3 		$636K Buy
+1,480
New +$662K 0.11% 184

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Navellier & Associates's IVV Position: Q2 2026 in Review

Navellier & Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,480 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #170.

Navellier & Associates first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Navellier & Associates held 1,480 shares of iShares Core S&P 500 ETF worth $1.11M as of Q2 2026.
  • Navellier & Associates left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.09% of Navellier & Associates's portfolio in Q2 2026, its #170 holding.
  • Navellier & Associates first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.