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Paces Ferry Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Paces Ferry Wealth 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
Q1 		$4.45M Sell
6,811
-28
-0.4% -$19.1K 1.85% 14
2025
Q4 		$4.68M Sell
6,839
-72
-1% -$48.9K 1.9% 14
2025
Q3 		$4.63M Sell
6,911
-144
-2% -$92.7K 1.92% 14
2025
Q2 		$4.38M Sell
7,055
-625
-8% -$359K 2.01% 13
2025
Q1 		$4.32M Sell
7,680
-298
-4% -$176K 2.15% 12
2024
Q4 		$4.7M Buy
7,978
+76
+1% +$45K 2.28% 11
2024
Q3 		$4.56M Buy
7,902
+370
+5% +$206K 2.62% 9
2024
Q2 		$4.12M Buy
7,532
+41
+0.5% +$21.6K 2.49% 9
2024
Q1 		$3.94M Sell
7,491
-1,083
-13% -$542K 2.52% 9
2023
Q4 		$4.1M Buy
8,574
+142
+2% +$63.6K 2.85% 9
2023
Q3 		$3.62M Sell
8,432
-246
-3% -$110K 2.87% 9
2023
Q2 		$3.87M Sell
8,678
-309
-3% -$130K 2.9% 9
2023
Q1 		$3.69M Sell
8,987
-1,646
-15% -$660K 2.98% 7
2022
Q4 		$4.09M Sell
10,633
-149
-1% -$57.5K 3.98% 4
2022
Q3 		$3.87M Sell
10,782
-101
-0.9% -$40.3K 4.23% 3
2022
Q2 		$4.13M Buy
10,883
+156
+1% +$64.2K 4.06% 3
2022
Q1 		$4.87M Sell
10,727
-805
-7% -$360K 3.87% 5
2021
Q4 		$5.5M Buy
11,532
+214
+2% +$98.6K 3.95% 4
2021
Q3 		$4.88M Sell
11,318
-230
-2% -$102K 3.89% 4
2021
Q2 		$4.96M Sell
11,548
-164
-1% -$68.7K 3.8% 4
2021
Q1 		$4.66M Sell
11,712
-81
-0.7% -$31.4K 4.05% 4
2020
Q4 		$4.43M Sell
11,793
-295
-2% -$105K 4.04% 4
2020
Q3 		$4.06M Buy
+12,088
New +$4.02M 3.54% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Paces Ferry Wealth Advisors's IVV Position: Q1 2026 in Review

Paces Ferry Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.41% in Q1 2026, selling an estimated $19.1K and leaving 6,811 shares worth $4.45M. The position accounts for 1.85% of the portfolio, ranked #14.

Paces Ferry Wealth Advisors first reported a position in IVV in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.5M in Q4 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Paces Ferry Wealth Advisors held 6,811 shares of iShares Core S&P 500 ETF worth $4.45M as of Q1 2026.
  • Paces Ferry Wealth Advisors sold 28 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $19.1K.
  • iShares Core S&P 500 ETF made up 1.85% of Paces Ferry Wealth Advisors's portfolio in Q1 2026, its #14 holding.
  • Paces Ferry Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Paces Ferry Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.5M in Q4 2021.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.