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Northwest Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Northwest Financial Advisors’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 		$1.43M Sell
1,915
-1
-0.1% -$728 0.19% 26
2026
Q1 		$1.25M Sell
1,916
-37
-2% -$25.3K 2.42% 14
2025
Q4 		$1.34M Buy
1,953
+283
+17% +$192K 2.75% 11
2025
Q3 		$1.12M Buy
1,670
+16
+1% +$10.3K 1.44% 20
2025
Q2 		$1.03M Sell
1,654
-357
-18% -$205K 1.43% 20
2025
Q1 		$1.13M Sell
2,011
-37
-2% -$21.8K 0.94% 29
2024
Q4 		$1.21M Buy
2,048
+307
+18% +$182K 1% 24
2024
Q3 		$1M Sell
1,741
-66
-4% -$36.7K 0.8% 25
2024
Q2 		$989K Sell
1,807
-20
-1% -$10.5K 1.01% 21
2024
Q1 		$961K Sell
1,827
-1,500
-45% -$751K 1.05% 23
2023
Q4 		$1.59M Buy
+3,327
New +$1.49M 1.35% 12

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

Northwest Financial Advisors's IVV Position: Q2 2026 in Review

Northwest Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q2 2026, selling an estimated $728 and leaving 1,915 shares worth $1.43M. The position accounts for 0.19% of the portfolio, ranked #26.

Northwest Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2023. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Northwest Financial Advisors held 1,915 shares of iShares Core S&P 500 ETF worth $1.43M as of Q2 2026.
  • Northwest Financial Advisors sold 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.19% of Northwest Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Northwest Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Northwest Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.59M in Q4 2023.
  • 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.