Schwallier Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Schwallier Wealth Management's IVV Position: Q1 2026 in Review
Schwallier Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q1 2026, buying an estimated $11.6K and bringing the position to 425 shares worth $278K. The position accounts for 0.2% of the portfolio, ranked #51.
Schwallier Wealth Management first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Schwallier Wealth Management held 425 shares of iShares Core S&P 500 ETF worth $278K as of Q1 2026.
- Schwallier Wealth Management bought 17 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.6K.
- iShares Core S&P 500 ETF made up 0.2% of Schwallier Wealth Management's portfolio in Q1 2026, its #51 holding.
- Schwallier Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
- Schwallier Wealth Management's iShares Core S&P 500 ETF position peaked at $283K in Q4 2025.
- 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.