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

Nicholson Wealth Management Group’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	$219K	Hold	335	–	–	0.13%	109
2025 Q4	$229K	Hold	335	–	–	0.13%	103
2025 Q3	$224K	Hold	335	–	–	0.13%	104
2025 Q2	$208K	Buy	+335	New	+$192K	0.13%	106

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

Nicholson Wealth Management Group's IVV Position: Q1 2026 in Review

Nicholson Wealth Management Group held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 335 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #109.

Nicholson Wealth Management Group first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $229K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Nicholson Wealth Management Group held 335 shares of iShares Core S&P 500 ETF worth $219K as of Q1 2026.
Nicholson Wealth Management Group left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.13% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #109 holding.
Nicholson Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
Nicholson Wealth Management Group's iShares Core S&P 500 ETF position peaked at $229K in Q4 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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