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

Seaside 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	$656K	Hold	1,004	–	–	0.18%	33
2025 Q4	$688K	Buy	1,004 +1	+0.1%	+$679	0.2%	31
2025 Q3	$671K	Hold	1,003	–	–	0.2%	31
2025 Q2	$623K	Sell	1,003 -503	-33%	-$289K	0.2%	32
2025 Q1	$846K	Buy	1,506 +57	+4%	+$33.7K	0.3%	25
2024 Q4	$853K	Buy	1,449 +44	+3%	+$26K	0.31%	26
2024 Q3	$810K	Sell	1,405 -30	-2%	-$16.7K	0.31%	25
2024 Q2	$786K	Sell	1,435 -10	-0.7%	-$5.26K	0.33%	25
2024 Q1	$760K	Sell	1,445 -242	-14%	-$121K	0.32%	26
2023 Q4	$806K	Buy	1,687 +85	+5%	+$38K	0.37%	23
2023 Q3	$688K	Hold	1,602	–	–	0.35%	24
2023 Q2	$714K	Sell	1,602 -1,080	-40%	-$455K	0.37%	24
2023 Q1	$1.1M	Hold	2,682	–	–	0.67%	16
2022 Q4	$1.03M	Sell	2,682 -125	-4%	-$48.2K	0.68%	16
2022 Q3	$1.09M	Sell	2,807 -75	-3%	-$29.9K	0.75%	15
2022 Q2	$1.2M	Buy	+2,882	New	+$1.19M	0.9%	16

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

Seaside Wealth Management's IVV Position: Q1 2026 in Review

Seaside Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,004 shares worth $656K. The position accounts for 0.18% of the portfolio, ranked #33.

Seaside Wealth Management first reported a position in IVV in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.2M in Q2 2022. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Seaside Wealth Management held 1,004 shares of iShares Core S&P 500 ETF worth $656K as of Q1 2026.
Seaside Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.18% of Seaside Wealth Management's portfolio in Q1 2026, its #33 holding.
Seaside Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's iShares Core S&P 500 ETF position peaked at $1.2M in Q2 2022.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.