SL
IVV icon

Salomon & Ludwin’s iShares Core S&P 500 ETF IVV Stock Holding History

Salomon & Ludwin’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 		$8.08M Sell
12,265
-90
-0.7% -$61.5K 0.72% 33
2025
Q4 		$8.53M Sell
12,355
-117
-0.9% -$79.5K 0.75% 33
2025
Q3 		$8.39M Sell
12,472
-964
-7% -$621K 0.75% 34
2025
Q2 		$8.38M Sell
13,436
-169
-1% -$97K 0.83% 32
2025
Q1 		$7.64M Sell
13,605
-1,118
-8% -$660K 0.81% 31
2024
Q4 		$8.67M Sell
14,723
-446
-3% -$264K 0.92% 30
2024
Q3 		$8.75M Sell
15,169
-841
-5% -$468K 0.89% 31
2024
Q2 		$8.76M Sell
16,010
-2,930
-15% -$1.54M 0.98% 27
2024
Q1 		$9.96M Buy
18,940
+26
+0.1% +$13K 0.86% 32
2023
Q4 		$8.12M Hold
18,914
– – 0.85% 32
2023
Q3 		$8.12M Buy
18,914
+136
+0.7% +$60.8K 0.85% 32
2023
Q2 		$8.37M Sell
18,778
-104
-0.6% -$43.8K 0.89% 32
2023
Q1 		$7.76M Sell
18,882
-1
-0% -$401 0.93% 30
2022
Q4 		$7.26M Buy
18,883
+13,098
+226% +$5.05M 0.92% 30
2022
Q3 		$2.08M Buy
5,785
+4,252
+277% +$1.7M 0.31% 46
2022
Q2 		$581K Buy
1,533
+655
+75% +$269K 0.09% 68
2022
Q1 		$398K Buy
878
+310
+55% +$139K 0.06% 76
2021
Q4 		$271K Buy
+568
New +$262K 0.04% 96
2020
Q2 		– Sell
-111
Closed -$29K – 143
2020
Q1 		$29K Hold
111
– – 0.01% 115
2019
Q4 		$36K Hold
111
– – 0.01% 123
2019
Q3 		$33K Hold
111
– – 0.01% 116
2019
Q2 		$33K Sell
111
-15
-12% -$4.35K 0.01% 108
2019
Q1 		$36K Buy
126
+15
+14% +$4.1K 0.01% 101
2018
Q4 		$28K Buy
+111
New +$30.1K 0.01% 108

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
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

Salomon & Ludwin's IVV Position: Q1 2026 in Review

Salomon & Ludwin reduced its iShares Core S&P 500 ETF (IVV) stake by 0.73% in Q1 2026, selling an estimated $61.5K and leaving 12,265 shares worth $8.08M. The position accounts for 0.72% of the portfolio, ranked #33.

Salomon & Ludwin first reported a position in IVV in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.96M in Q1 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Salomon & Ludwin held 12,265 shares of iShares Core S&P 500 ETF worth $8.08M as of Q1 2026.
  • Salomon & Ludwin sold 90 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $61.5K.
  • iShares Core S&P 500 ETF made up 0.72% of Salomon & Ludwin's portfolio in Q1 2026, its #33 holding.
  • Salomon & Ludwin first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • Salomon & Ludwin's iShares Core S&P 500 ETF position peaked at $9.96M in Q1 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.