POM Investment Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

POM Investment Strategies’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	$109K	Sell	167 -1,318	-89%	-$900K	0.14%	70
2025 Q4	$1.02M	Buy	+1,485	New	+$1.01M	0.52%	23
2025 Q2	–	Sell	-4	Closed	-$2.25K	–	192
2025 Q1	$2.25K	Buy	+4	New	+$2.36K	﹤0.01%	150
2024 Q4	–	Sell	-21	Closed	-$12.1K	–	362
2024 Q3	$12.1K	Sell	21 -127	-86%	-$70.6K	0.01%	128
2024 Q2	$81K	Buy	+148	New	+$77.8K	0.06%	57
2024 Q1	–	Sell	-23	Closed	-$11K	–	257
2023 Q4	$11K	Buy	+23	New	+$10.3K	0.01%	105

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

POM Investment Strategies's IVV Position: Q1 2026 in Review

POM Investment Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 89% in Q1 2026, selling an estimated $900K and leaving 167 shares worth $109K. The position accounts for 0.14% of the portfolio, ranked #70.

POM Investment Strategies first reported a position in IVV in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

POM Investment Strategies held 167 shares of iShares Core S&P 500 ETF worth $109K as of Q1 2026.
POM Investment Strategies sold 1,318 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $900K.
iShares Core S&P 500 ETF made up 0.14% of POM Investment Strategies's portfolio in Q1 2026, its #70 holding.
POM Investment Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
POM Investment Strategies's iShares Core S&P 500 ETF position peaked at $1.02M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.