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NRI Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

NRI Wealth Management’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
2025
Q4 		$19.3M Sell
28,128
-642
-2% -$436K 9.83% 3
2025
Q3 		$19.3M Sell
28,770
-29,759
-51% -$19.2M 10.29% 3
2025
Q2 		$36.3M Buy
58,529
+2,345
+4% +$1.35M 21.92% 1
2025
Q1 		$31.6M Sell
56,184
-3,947
-7% -$2.33M 23.35% 1
2024
Q4 		$35.4M Buy
+60,131
New +$35.6M 24.42% 1
2024
Q2 		$31.7M Buy
57,863
+150
+0.3% +$78.9K 24.54% 1
2024
Q1 		$30.3M Buy
57,713
+3,073
+6% +$1.54M 25.63% 1
2023
Q4 		$26.1M Buy
+54,640
New +$24.5M 26.06% 1

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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

NRI Wealth Management's IVV Position: Q4 2025 in Review

NRI Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q4 2025, selling an estimated $436K and leaving 28,128 shares worth $19.3M. The position accounts for 9.83% of the portfolio, ranked #3.

NRI Wealth Management first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. The position peaked at $36.3M in Q2 2025. 4,000 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • NRI Wealth Management held 28,128 shares of iShares Core S&P 500 ETF worth $19.3M as of Q4 2025.
  • NRI Wealth Management sold 642 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $436K.
  • iShares Core S&P 500 ETF made up 9.83% of NRI Wealth Management's portfolio in Q4 2025, its #3 holding.
  • NRI Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
  • NRI Wealth Management's iShares Core S&P 500 ETF position peaked at $36.3M in Q2 2025.
  • 4,000 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.