Schulhoff & Co’s iShares Core S&P 500 ETF IVV Stock Holding History

Schulhoff & Co’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	$328K	Hold	502	–	–	0.13%	106
2025 Q4	$344K	Hold	502	–	–	0.14%	100
2025 Q3	$336K	Hold	502	–	–	0.14%	100
2025 Q2	$312K	Hold	502	–	–	0.14%	106
2025 Q1	$282K	Hold	502	–	–	0.12%	111
2024 Q4	$296K	Hold	502	–	–	0.11%	101
2024 Q3	$290K	Hold	502	–	–	0.12%	103
2024 Q2	$275K	Hold	502	–	–	0.12%	98
2024 Q1	$264K	Hold	502	–	–	0.12%	104
2023 Q4	$240K	Hold	502	–	–	0.11%	106
2023 Q3	$216K	Hold	502	–	–	0.11%	108
2023 Q2	$224K	Hold	502	–	–	0.1%	109
2023 Q1	$206K	Buy	+502	New	+$201K	0.1%	114
2022 Q2	–	Sell	-502	Closed	-$227K	–	118
2022 Q1	$227K	Hold	502	–	–	0.1%	112
2021 Q4	$239K	Hold	502	–	–	0.1%	107
2021 Q3	$216K	Hold	502	–	–	0.1%	107
2021 Q2	$215K	Buy	+502	New	+$210K	0.09%	114

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

Schulhoff & Co's IVV Position: Q1 2026 in Review

Schulhoff & Co held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 502 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #106.

Schulhoff & Co first reported a position in IVV in Q2 2021 and has held it in 17 quarters since. The position peaked at $344K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Schulhoff & Co held 502 shares of iShares Core S&P 500 ETF worth $328K as of Q1 2026.
Schulhoff & Co left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.13% of Schulhoff & Co's portfolio in Q1 2026, its #106 holding.
Schulhoff & Co first reported a position in iShares Core S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
Schulhoff & Co's iShares Core S&P 500 ETF position peaked at $344K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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