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Peak Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Peak Financial 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
2026
Q1 		$2.22M Sell
3,398
-92
-3% -$62.8K 0.56% 32
2025
Q4 		$2.39M Sell
3,490
-32
-0.9% -$21.7K 0.62% 30
2025
Q3 		$2.36M Sell
3,522
-231
-6% -$149K 0.62% 31
2025
Q2 		$2.33M Sell
3,753
-15
-0.4% -$8.61K 0.66% 31
2025
Q1 		$2.12M Buy
3,768
+192
+5% +$113K 0.63% 32
2024
Q4 		$2.11M Buy
3,576
+122
+4% +$72.2K 0.63% 33
2024
Q3 		$1.99M Sell
3,454
-302
-8% -$168K 0.59% 33
2024
Q2 		$2.06M Sell
3,756
-20
-0.5% -$10.5K 0.64% 31
2024
Q1 		$1.99M Sell
3,776
-207
-5% -$104K 0.63% 30
2023
Q4 		$1.9M Sell
3,983
-137
-3% -$61.3K 0.64% 29
2023
Q3 		$1.77M Hold
4,120
– – 0.64% 29
2023
Q2 		$1.84M Buy
4,120
+1,278
+45% +$539K 0.65% 32
2023
Q1 		$1.17M Buy
2,842
+3
+0.1% +$1.2K 0.43% 37
2022
Q4 		$1.09M Hold
2,839
– – 0.43% 36
2022
Q3 		$1.02M Buy
2,839
+65
+2% +$26K 0.42% 36
2022
Q2 		$1.05M Buy
2,774
+45
+2% +$18.5K 0.4% 35
2022
Q1 		$1.24M Sell
2,729
-134
-5% -$59.9K 0.41% 38
2021
Q4 		$1.37M Buy
2,863
+1
+0% +$461 0.44% 35
2021
Q3 		$1.23M Sell
2,862
-5
-0.2% -$2.22K 0.42% 35
2021
Q2 		$1.23M Sell
2,867
-146
-5% -$61.2K 0.42% 34
2021
Q1 		$1.2M Sell
3,013
-148
-5% -$57.3K 0.43% 35
2020
Q4 		$1.19M Sell
3,161
-133
-4% -$47.3K 0.45% 33
2020
Q3 		$1.11M Buy
3,294
+1,195
+57% +$398K 0.48% 33
2020
Q2 		$650K Buy
2,099
+366
+21% +$107K 0.31% 36
2020
Q1 		$448K Buy
1,733
+324
+23% +$99.3K 0.23% 37
2019
Q4 		$456K Buy
1,409
+20
+1% +$6.19K 0.19% 43
2019
Q3 		$415K Buy
1,389
+60
+5% +$17.8K 0.18% 42
2019
Q2 		$392K Sell
1,329
-7
-0.5% -$2.03K 0.18% 45
2019
Q1 		$380K Buy
1,336
+225
+20% +$61.5K 0.17% 46
2018
Q4 		$280K Buy
+1,111
New +$302K 0.14% 48

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

Peak Financial Management's IVV Position: Q1 2026 in Review

Peak Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q1 2026, selling an estimated $62.8K and leaving 3,398 shares worth $2.22M. The position accounts for 0.56% of the portfolio, ranked #32.

Peak Financial Management first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.39M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Peak Financial Management held 3,398 shares of iShares Core S&P 500 ETF worth $2.22M as of Q1 2026.
  • Peak Financial Management sold 92 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $62.8K.
  • iShares Core S&P 500 ETF made up 0.56% of Peak Financial Management's portfolio in Q1 2026, its #32 holding.
  • Peak Financial Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Peak Financial Management's iShares Core S&P 500 ETF position peaked at $2.39M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Peak Financial Management's 13F filing for Q1 2026, filed 28 Apr 2026.