NWF Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
NWF Advisory Services's IVV Position: Q1 2026 in Review
NWF Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 1.9% in Q1 2026, buying an estimated $353K and bringing the position to 27,797 shares worth $18.2M. The position accounts for 2.05% of the portfolio, ranked #9.
NWF Advisory Services first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.7M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- NWF Advisory Services held 27,797 shares of iShares Core S&P 500 ETF worth $18.2M as of Q1 2026.
- NWF Advisory Services bought 517 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $353K.
- iShares Core S&P 500 ETF made up 2.05% of NWF Advisory Services's portfolio in Q1 2026, its #9 holding.
- NWF Advisory Services first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
- NWF Advisory Services's iShares Core S&P 500 ETF position peaked at $18.7M in Q3 2025.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.