Peterson Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14M | Sell |
21,495
-3,186
| -13% | -$2.18M | 1.87% | 14 |
|
|
2025
Q4 | $16.9M | Sell |
24,681
-337
| -1% | -$229K | 2.25% | 12 |
|
|
2025
Q3 | $16.8M | Sell |
25,018
-372
| -1% | -$240K | 2.52% | 10 |
|
|
2025
Q2 | $15.8M | Buy |
25,390
+1,025
| +4% | +$589K | 2.6% | 10 |
|
|
2025
Q1 | $12.3M | Buy |
24,365
+13,805
| +131% | +$8.15M | 2.38% | 10 |
|
|
2024
Q4 | $6.28M | Buy |
10,560
+2,044
| +24% | +$1.21M | 1.13% | 15 |
|
|
2024
Q3 | $4.91M | Sell |
8,516
-104
| -1% | -$57.8K | 0.93% | 15 |
|
|
2024
Q2 | $4.72M | Sell |
8,620
-644
| -7% | -$339K | 0.99% | 15 |
|
|
2024
Q1 | $4.87M | Buy |
9,264
+583
| +7% | +$292K | 1.03% | 15 |
|
|
2023
Q4 | $4.15M | Sell |
8,681
-538
| -6% | -$241K | 0.98% | 16 |
|
|
2023
Q3 | $3.96M | Sell |
9,219
-352
| -4% | -$157K | 1.06% | 16 |
|
|
2023
Q2 | $4.27M | Sell |
9,571
-469
| -5% | -$198K | 1.13% | 15 |
|
|
2023
Q1 | $4.13M | Sell |
10,040
-6
| -0.1% | -$2.41K | 1.14% | 14 |
|
|
2022
Q4 | $3.86M | Sell |
10,046
-167
| -2% | -$64.4K | 1.17% | 14 |
|
|
2022
Q3 | $3.66M | Sell |
10,213
-350
| -3% | -$140K | 1.23% | 13 |
|
|
2022
Q2 | $4M | Sell |
10,563
-11
| -0.1% | -$4.53K | 1.32% | 13 |
|
|
2022
Q1 | $4.8M | Sell |
10,574
-854
| -7% | -$382K | 1.42% | 13 |
|
|
2021
Q4 | $5.45M | Sell |
11,428
-257
| -2% | -$118K | 1.57% | 14 |
|
|
2021
Q3 | $5.03M | Sell |
11,685
-684
| -6% | -$303K | 1.66% | 13 |
|
|
2021
Q2 | $5.32M | Sell |
12,369
-170
| -1% | -$71.2K | 1.89% | 12 |
|
|
2021
Q1 | $4.99M | Sell |
12,539
-618
| -5% | -$239K | 2.03% | 11 |
|
|
2020
Q4 | $4.94M | Sell |
13,157
-973
| -7% | -$346K | 2.17% | 11 |
|
|
2020
Q3 | $4.75M | Sell |
14,130
-448
| -3% | -$149K | 2.43% | 10 |
|
|
2020
Q2 | $4.51M | Sell |
14,578
-388
| -3% | -$114K | 2.41% | 11 |
|
|
2020
Q1 | $3.87M | Sell |
14,966
-4,215
| -22% | -$1.29M | 2.51% | 10 |
|
|
2019
Q4 | $6.2M | Sell |
19,181
-633
| -3% | -$196K | 3.54% | 9 |
|
|
2019
Q3 | $5.92M | Sell |
19,814
-110
| -0.6% | -$32.7K | 3.62% | 9 |
|
|
2019
Q2 | $5.87M | Buy |
19,924
+117
| +0.6% | +$33.9K | 3.72% | 9 |
|
|
2019
Q1 | $5.79M | Sell |
19,807
-2,238
| -10% | -$612K | 3.87% | 9 |
|
|
2018
Q4 | $5.55M | Sell |
22,045
-5,525
| -20% | -$1.5M | 4.39% | 8 |
|
|
2018
Q3 | $8.07M | Sell |
27,570
-1,492
| -5% | -$428K | 5.89% | 5 |
|
|
2018
Q2 | $7.93M | Sell |
29,062
-2,795
| -9% | -$760K | 6.43% | 4 |
|
|
2018
Q1 | $8.45M | Sell |
31,857
-91,010
| -74% | -$25M | 6.98% | 3 |
|
|
2017
Q4 | $33M | Buy |
+122,867
| New | +$32.2M | 29.86% | 1 |
|
Other funds holding IVV
Peterson Wealth Advisors's IVV Position: Q1 2026 in Review
Peterson Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, selling an estimated $2.18M and leaving 21,495 shares worth $14M. The position accounts for 1.87% of the portfolio, ranked #14.
Peterson Wealth Advisors first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $33M in Q4 2017. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Peterson Wealth Advisors held 21,495 shares of iShares Core S&P 500 ETF worth $14M as of Q1 2026.
- Peterson Wealth Advisors sold 3,186 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.18M.
- iShares Core S&P 500 ETF made up 1.87% of Peterson Wealth Advisors's portfolio in Q1 2026, its #14 holding.
- Peterson Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Peterson Wealth Advisors's iShares Core S&P 500 ETF position peaked at $33M in Q4 2017.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.