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Schrum Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Schrum Private Wealth 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 		$2.36M Sell
3,613
-45
-1% -$30.7K 1.8% 11
2025
Q4 		$2.51M Buy
3,658
+10
+0.3% +$6.79K 1.85% 11
2025
Q3 		$2.44M Buy
3,648
+22
+0.6% +$14.2K 1.79% 11
2025
Q2 		$2.25M Sell
3,626
-60
-2% -$34.5K 1.81% 11
2025
Q1 		$2.07M Sell
3,686
-126
-3% -$74.4K 1.82% 12
2024
Q4 		$2.24M Buy
3,812
+1,974
+107% +$1.17M 1.9% 9
2024
Q3 		$1.06M Sell
1,838
-1,989
-52% -$1.11M 0.55% 47
2024
Q2 		$2.09M Buy
3,827
+1,013
+36% +$533K 1.89% 8
2024
Q1 		$1.48M Buy
2,814
+1,907
+210% +$954K 1.34% 19
2023
Q4 		$434K Sell
907
-1,516
-63% -$679K 0.62% 47
2023
Q3 		$1.04M Sell
2,423
-55
-2% -$24.6K 1.19% 22
2023
Q2 		$1.1M Buy
2,478
+62
+3% +$26.1K 1.19% 23
2023
Q1 		$993K Buy
2,416
+8
+0.3% +$3.21K 1.15% 25
2022
Q4 		$925K Buy
2,408
+9
+0.4% +$3.47K 1.1% 27
2022
Q3 		$861K Buy
2,399
+102
+4% +$40.7K 1.09% 25
2022
Q2 		$871K Sell
2,297
-323
-12% -$133K 0.98% 28
2022
Q1 		$1.15M Buy
2,620
+5
+0.2% +$2.24K 1.15% 23
2021
Q4 		$1.25M Buy
+2,615
New +$1.21M 1.14% 23

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

Schrum Private Wealth Management's IVV Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, selling an estimated $30.7K and leaving 3,613 shares worth $2.36M. The position accounts for 1.8% of the portfolio, ranked #11.

Schrum Private Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.51M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Schrum Private Wealth Management held 3,613 shares of iShares Core S&P 500 ETF worth $2.36M as of Q1 2026.
  • Schrum Private Wealth Management sold 45 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $30.7K.
  • iShares Core S&P 500 ETF made up 1.8% of Schrum Private Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Schrum Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's iShares Core S&P 500 ETF position peaked at $2.51M in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.