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NorthLanding Financial Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

NorthLanding Financial Partners’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 		$32.6M Buy
49,922
+1,052
+2% +$718K 26.29% 1
2025
Q4 		$33.5M Buy
48,870
+889
+2% +$604K 26.88% 1
2025
Q3 		$32.1M Sell
47,981
-1,017
-2% -$655K 26.8% 1
2025
Q2 		$30.4M Buy
48,998
+3,077
+7% +$1.77M 26.93% 1
2025
Q1 		$25.8M Buy
45,921
+48
+0.1% +$28.3K 25.33% 1
2024
Q4 		$27M Sell
45,873
-1,861
-4% -$1.1M 27.25% 1
2024
Q3 		$27.5M Buy
47,734
+1,431
+3% +$796K 27.23% 1
2024
Q2 		$25.3M Buy
46,303
+1,443
+3% +$759K 26.9% 1
2024
Q1 		$23.6M Buy
44,860
+39,840
+794% +$19.9M 25.66% 1
2023
Q4 		$2.4M Sell
5,020
-168
-3% -$75.2K 2.84% 9
2023
Q3 		$2.23M Buy
5,188
+254
+5% +$114K 2.86% 10
2023
Q2 		$2.2M Sell
4,934
-4,684
-49% -$1.97M 2.87% 10
2023
Q1 		$3.95M Buy
9,618
+361
+4% +$145K 2.79% 10
2022
Q4 		$3.56M Sell
9,257
-253
-3% -$97.6K 2.56% 10
2022
Q3 		$3.41M Buy
+9,510
New +$3.8M 2.69% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

NorthLanding Financial Partners's IVV Position: Q1 2026 in Review

NorthLanding Financial Partners increased its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q1 2026, buying an estimated $718K and bringing the position to 49,922 shares worth $32.6M. The position accounts for 26.29% of the portfolio, ranked #1.

NorthLanding Financial Partners first reported a position in IVV in Q3 2022 and has held it in 15 quarters since. The position peaked at $33.5M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • NorthLanding Financial Partners held 49,922 shares of iShares Core S&P 500 ETF worth $32.6M as of Q1 2026.
  • NorthLanding Financial Partners bought 1,052 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $718K.
  • iShares Core S&P 500 ETF made up 26.29% of NorthLanding Financial Partners's portfolio in Q1 2026, its #1 holding.
  • NorthLanding Financial Partners first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 15 quarters since.
  • NorthLanding Financial Partners's iShares Core S&P 500 ETF position peaked at $33.5M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on NorthLanding Financial Partners's 13F filing for Q1 2026, filed 27 Apr 2026.