Precision Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Precision Wealth 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	$2.49M	Sell	3,817 -454	-11%	-$310K	0.83%	31
2025 Q4	$2.93M	Sell	4,271 -171	-4%	-$116K	0.95%	27
2025 Q3	$2.97M	Sell	4,442 -748	-14%	-$482K	0.96%	25
2025 Q2	$3.22M	Buy	5,190 +3,126	+151%	+$1.79M	1.05%	28
2025 Q1	$1.16M	Buy	+2,064	New	+$1.22M	0.89%	23

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

Precision Wealth Strategies's IVV Position: Q1 2026 in Review

Precision Wealth Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, selling an estimated $310K and leaving 3,817 shares worth $2.49M. The position accounts for 0.83% of the portfolio, ranked #31.

Precision Wealth Strategies first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.22M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Precision Wealth Strategies held 3,817 shares of iShares Core S&P 500 ETF worth $2.49M as of Q1 2026.
Precision Wealth Strategies sold 454 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $310K.
iShares Core S&P 500 ETF made up 0.83% of Precision Wealth Strategies's portfolio in Q1 2026, its #31 holding.
Precision Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Precision Wealth Strategies's iShares Core S&P 500 ETF position peaked at $3.22M in Q2 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Precision Wealth Strategies's 13F filing for Q1 2026, filed 6 May 2026.