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

Plotkin Financial 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	$235K	Hold	359	–	–	0.12%	95
2025 Q4	$246K	Hold	359	–	–	0.12%	90
2025 Q3	$240K	Hold	359	–	–	0.12%	87
2025 Q2	$223K	Buy	+359	New	+$206K	0.12%	85
2025 Q1	–	Sell	-343	Closed	-$202K	–	95
2024 Q4	$202K	Buy	+343	New	+$203K	0.12%	87
2020 Q3	–	Sell	-838	Closed	-$260K	–	67
2020 Q2	$260K	Sell	838 -20	-2%	-$5.87K	0.22%	51
2020 Q1	$222K	Hold	858	–	–	0.27%	48
2019 Q4	$277K	Buy	+858	New	+$266K	0.26%	53

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

Plotkin Financial Advisors's IVV Position: Q1 2026 in Review

Plotkin Financial Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 359 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #95.

Plotkin Financial Advisors first reported a position in IVV in Q4 2019 and has held it in 8 quarters since. The position peaked at $277K in Q4 2019. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Plotkin Financial Advisors held 359 shares of iShares Core S&P 500 ETF worth $235K as of Q1 2026.
Plotkin Financial Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.12% of Plotkin Financial Advisors's portfolio in Q1 2026, its #95 holding.
Plotkin Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 8 quarters since.
Plotkin Financial Advisors's iShares Core S&P 500 ETF position peaked at $277K in Q4 2019.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.