Novak & Powell Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Novak & Powell Financial Services’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	$689K	Buy	1,055 +205	+24%	+$140K	0.37%	61
2025 Q4	$582K	Sell	850 -35	-4%	-$23.8K	0.3%	72
2025 Q3	$592K	Buy	885 +328	+59%	+$211K	0.31%	70
2025 Q2	$346K	Buy	557 +1	+0.2%	+$574	0.24%	90
2025 Q1	$313K	Buy	+556	New	+$328K	0.19%	108
2024 Q4	–	Sell	-1,015	Closed	-$586K	–	156
2024 Q3	$586K	Sell	1,015 -117	-10%	-$65.1K	0.34%	67
2024 Q2	$619K	Buy	1,132 +429	+61%	+$226K	0.38%	60
2024 Q1	$370K	Buy	703 +260	+59%	+$130K	0.28%	83
2023 Q4	$210K	Buy	+443	New	+$198K	0.14%	135

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

Novak & Powell Financial Services's IVV Position: Q1 2026 in Review

Novak & Powell Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q1 2026, buying an estimated $140K and bringing the position to 1,055 shares worth $689K. The position accounts for 0.37% of the portfolio, ranked #61.

Novak & Powell Financial Services first reported a position in IVV in Q4 2023 and has held it in 9 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Novak & Powell Financial Services held 1,055 shares of iShares Core S&P 500 ETF worth $689K as of Q1 2026.
Novak & Powell Financial Services bought 205 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $140K.
iShares Core S&P 500 ETF made up 0.37% of Novak & Powell Financial Services's portfolio in Q1 2026, its #61 holding.
Novak & Powell Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.