Seneca Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Seneca Financial Advisors’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	$1.79M	Buy	2,740 +3	+0.1%	+$2.05K	0.52%	23
2025 Q4	$1.87M	Buy	2,737 +341	+14%	+$232K	0.57%	24
2025 Q3	$1.6M	Buy	2,396 +3	+0.1%	+$1.93K	0.52%	26
2025 Q2	$1.49M	Buy	2,393 +3	+0.1%	+$1.72K	0.57%	27
2025 Q1	$1.34M	Hold	2,390	–	–	0.65%	26
2024 Q4	$1.41M	Buy	2,390 +6	+0.3%	+$3.55K	0.7%	23
2024 Q3	$1.38M	Sell	2,384 -1,399	-37%	-$778K	0.67%	26
2024 Q2	$2.07M	Buy	3,783 +1,405	+59%	+$739K	1.07%	18
2024 Q1	$1.25M	Buy	2,378 +3	+0.1%	+$1.5K	0.67%	28
2023 Q4	$1.13M	Buy	2,375 +8	+0.3%	+$3.58K	0.66%	28
2023 Q3	$1.02M	Hold	2,367	–	–	0.7%	25
2023 Q2	$1.06M	Buy	2,367 +2	+0.1%	+$843	0.7%	25
2023 Q1	$972K	Buy	2,365 +4	+0.2%	+$1.6K	0.62%	25
2022 Q4	$907K	Buy	2,361 +2	+0.1%	+$772	0.57%	25
2022 Q3	$846K	Sell	2,359 -5	-0.2%	-$2K	0.61%	24
2022 Q2	$896K	Sell	2,364 -12	-0.5%	-$4.94K	0.6%	27
2022 Q1	$1.08M	Buy	2,376 +3	+0.1%	+$1.34K	0.65%	24
2021 Q4	$1.13M	Buy	2,373 +6	+0.3%	+$2.77K	0.67%	23
2021 Q3	$1.02M	Buy	2,367 +27	+1%	+$12K	0.68%	22
2021 Q2	$1.01M	Buy	2,340 +6	+0.3%	+$2.51K	0.66%	22
2021 Q1	$929K	Hold	2,334	–	–	0.65%	22
2020 Q4	$876K	Buy	+2,334	New	+$831K	0.67%	23

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

Seneca Financial Advisors's IVV Position: Q1 2026 in Review

Seneca Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q1 2026, buying an estimated $2.05K and bringing the position to 2,740 shares worth $1.79M. The position accounts for 0.52% of the portfolio, ranked #23.

Seneca Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.07M in Q2 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Seneca Financial Advisors held 2,740 shares of iShares Core S&P 500 ETF worth $1.79M as of Q1 2026.
Seneca Financial Advisors bought 3 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.05K.
iShares Core S&P 500 ETF made up 0.52% of Seneca Financial Advisors's portfolio in Q1 2026, its #23 holding.
Seneca Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
Seneca Financial Advisors's iShares Core S&P 500 ETF position peaked at $2.07M in Q2 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.