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

PlanWiser Financial’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	$13.7M	Sell	19,444 -1,921	-9%	-$1.31M	9.9%	2
2025 Q4	$14.7M	Buy	21,365 +2,669	+14%	+$1.81M	11%	1
2025 Q3	$12.8M	Sell	18,696 -1,309	-7%	-$843K	10.2%	2
2025 Q2	$12.8M	Buy	20,005 +1,404	+8%	+$806K	10.92%	1
2025 Q1	$10.5M	Buy	+18,601	New	+$11M	9.5%	2

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

PlanWiser Financial's IVV Position: Q1 2026 in Review

PlanWiser Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 9% in Q1 2026, selling an estimated $1.31M and leaving 19,444 shares worth $13.7M. The position accounts for 9.9% of the portfolio, ranked #2.

PlanWiser Financial first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $14.7M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

PlanWiser Financial held 19,444 shares of iShares Core S&P 500 ETF worth $13.7M as of Q1 2026.
PlanWiser Financial sold 1,921 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.31M.
iShares Core S&P 500 ETF made up 9.9% of PlanWiser Financial's portfolio in Q1 2026, its #2 holding.
PlanWiser Financial first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
PlanWiser Financial's iShares Core S&P 500 ETF position peaked at $14.7M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.