Parr McKnight Wealth Management Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Parr McKnight Wealth Management Group’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	$35.1M	Buy	53,726 +694	+1%	+$474K	4.6%	1
2025 Q4	$36.3M	Sell	53,032 -3,515	-6%	-$2.39M	4.76%	1
2025 Q3	$37.8M	Buy	56,547 +2,151	+4%	+$1.39M	4.97%	1
2025 Q2	$33.8M	Sell	54,396 -473	-0.9%	-$272K	4.64%	1
2025 Q1	$30.8M	Sell	54,869 -2,390	-4%	-$1.41M	4.44%	1
2024 Q4	$33.7M	Buy	+57,259	New	+$33.9M	4.83%	1

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

Parr McKnight Wealth Management Group's IVV Position: Q1 2026 in Review

Parr McKnight Wealth Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q1 2026, buying an estimated $474K and bringing the position to 53,726 shares worth $35.1M. The position accounts for 4.6% of the portfolio, ranked #1.

Parr McKnight Wealth Management Group first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $37.8M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Parr McKnight Wealth Management Group held 53,726 shares of iShares Core S&P 500 ETF worth $35.1M as of Q1 2026.
Parr McKnight Wealth Management Group bought 694 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $474K.
iShares Core S&P 500 ETF made up 4.6% of Parr McKnight Wealth Management Group's portfolio in Q1 2026, its #1 holding.
Parr McKnight Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Parr McKnight Wealth Management Group's iShares Core S&P 500 ETF position peaked at $37.8M in Q3 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.