Quest Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Quest Investment Management’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	$546K	Hold	836	–	–	0.06%	95
2025 Q4	$573K	Hold	836	–	–	0.06%	95
2025 Q3	$560K	Buy	836 +105	+14%	+$67.6K	0.06%	100
2025 Q2	$454K	Sell	731 -25	-3%	-$14.4K	0.05%	104
2025 Q1	$425K	Hold	756	–	–	0.05%	74
2024 Q4	$445K	Buy	756 +13	+2%	+$7.7K	0.05%	74
2024 Q3	$429K	Hold	743	–	–	0.05%	73
2024 Q2	$407K	Buy	743 +40	+6%	+$21K	0.05%	75
2024 Q1	$370K	Buy	703 +130	+23%	+$65K	0.04%	77
2023 Q4	$274K	Hold	573	–	–	0.03%	81
2023 Q3	$246K	Buy	573 +100	+21%	+$44.7K	0.03%	81
2023 Q2	$211K	Buy	+473	New	+$199K	0.03%	85

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

Quest Investment Management's IVV Position: Q1 2026 in Review

Quest Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 836 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #95.

Quest Investment Management first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. The position peaked at $573K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Quest Investment Management held 836 shares of iShares Core S&P 500 ETF worth $546K as of Q1 2026.
Quest Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.06% of Quest Investment Management's portfolio in Q1 2026, its #95 holding.
Quest Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Quest Investment Management's iShares Core S&P 500 ETF position peaked at $573K in Q4 2025.
3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Quest Investment Management's 13F filing for Q1 2026, filed 15 May 2026.