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PW Nova Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

PW Nova Financial Services’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 		$1.04M Sell
1,592
-10
-0.6% -$6.83K 0.26% 89
2025
Q4 		$1.1M Buy
+1,602
New +$1.09M 0.42% 50

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PW Nova Financial Services's IVV Position: Q1 2026 in Review

PW Nova Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.62% in Q1 2026, selling an estimated $6.83K and leaving 1,592 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #89.

PW Nova Financial Services first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.1M in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • PW Nova Financial Services held 1,592 shares of iShares Core S&P 500 ETF worth $1.04M as of Q1 2026.
  • PW Nova Financial Services sold 10 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $6.83K.
  • iShares Core S&P 500 ETF made up 0.26% of PW Nova Financial Services's portfolio in Q1 2026, its #89 holding.
  • PW Nova Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
  • PW Nova Financial Services's iShares Core S&P 500 ETF position peaked at $1.1M in Q4 2025.
  • 3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on PW Nova Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.