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NDVR Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

NDVR Inc’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
2025
Q4 		$241K Hold
352
– – 0.2% 88
2025
Q3 		$236K Hold
352
– – 0.2% 86
2025
Q2 		$219K Buy
+352
New +$202K 0.2% 98
2025
Q1 		– Sell
-352
Closed -$207K – 106
2024
Q4 		$207K Hold
352
– – 0.2% 98
2024
Q3 		$202K Buy
+352
New +$196K 0.21% 100

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

NDVR Inc's IVV Position: Q4 2025 in Review

NDVR Inc held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2025 at 352 shares worth $241K. The position accounts for 0.2% of the portfolio, ranked #88.

NDVR Inc first reported a position in IVV in Q3 2024 and has held it in 5 quarters since. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • NDVR Inc held 352 shares of iShares Core S&P 500 ETF worth $241K as of Q4 2025.
  • NDVR Inc left its iShares Core S&P 500 ETF share count unchanged in Q4 2025.
  • iShares Core S&P 500 ETF made up 0.2% of NDVR Inc's portfolio in Q4 2025, its #88 holding.
  • NDVR Inc first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.