Northwest Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Northwest Financial Advisors's IVV Position: Q1 2026 in Review
Northwest Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q1 2026, selling an estimated $25.3K and leaving 1,916 shares worth $1.25M. The position accounts for 2.42% of the portfolio, ranked #14.
Northwest Financial Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q4 2023. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Northwest Financial Advisors held 1,916 shares of iShares Core S&P 500 ETF worth $1.25M as of Q1 2026.
- Northwest Financial Advisors sold 37 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.3K.
- iShares Core S&P 500 ETF made up 2.42% of Northwest Financial Advisors's portfolio in Q1 2026, its #14 holding.
- Northwest Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- Northwest Financial Advisors's iShares Core S&P 500 ETF position peaked at $1.59M in Q4 2023.
- 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.