Noble Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Noble Family Wealth’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	$348K	Hold	533	–	–	0.07%	61
2025 Q4	$365K	Hold	533	–	–	0.08%	61
2025 Q3	$357K	Hold	533	–	–	0.08%	60
2025 Q2	$331K	Hold	533	–	–	0.08%	61
2025 Q1	$299K	Hold	533	–	–	0.08%	55
2024 Q4	$315K	Buy	+533	New	+$315K	0.09%	58
2024 Q3	–	Sell	-533	Closed	-$292K	–	61
2024 Q2	$292K	Hold	533	–	–	0.08%	58
2024 Q1	$280K	Hold	533	–	–	0.08%	58
2023 Q4	$255K	Hold	533	–	–	0.08%	57
2023 Q3	$229K	Buy	+533	New	+$238K	0.08%	58

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

Noble Family Wealth's IVV Position: Q1 2026 in Review

Noble Family Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 533 shares worth $348K. The position accounts for 0.07% of the portfolio, ranked #61.

Noble Family Wealth first reported a position in IVV in Q3 2023 and has held it in 10 quarters since. The position peaked at $365K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Noble Family Wealth held 533 shares of iShares Core S&P 500 ETF worth $348K as of Q1 2026.
Noble Family Wealth left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.07% of Noble Family Wealth's portfolio in Q1 2026, its #61 holding.
Noble Family Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 10 quarters since.
Noble Family Wealth's iShares Core S&P 500 ETF position peaked at $365K in Q4 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.