Shared Vision Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Shared Vision Wealth Group's IVV Position: Q1 2026 in Review
Shared Vision Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 4.6% in Q1 2026, selling an estimated $1.14M and leaving 34,527 shares worth $22.6M. The position accounts for 9.2% of the portfolio, ranked #2.
Shared Vision Wealth Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.1M in Q1 2024. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Shared Vision Wealth Group held 34,527 shares of iShares Core S&P 500 ETF worth $22.6M as of Q1 2026.
- Shared Vision Wealth Group sold 1,663 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.14M.
- iShares Core S&P 500 ETF made up 9.2% of Shared Vision Wealth Group's portfolio in Q1 2026, its #2 holding.
- Shared Vision Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- Shared Vision Wealth Group's iShares Core S&P 500 ETF position peaked at $29.1M in Q1 2024.
- 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.