Shepherd Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Shepherd Wealth Management's IVV Position: Q1 2026 in Review
Shepherd Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 120% in Q1 2026, buying an estimated $241K and bringing the position to 647 shares worth $470K. The position accounts for 0.35% of the portfolio, ranked #26.
Shepherd Wealth Management first reported a position in IVV in Q4 2025 and has held it in 2 quarters since. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Shepherd Wealth Management held 647 shares of iShares Core S&P 500 ETF worth $470K as of Q1 2026.
- Shepherd Wealth Management bought 353 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $241K.
- iShares Core S&P 500 ETF made up 0.35% of Shepherd Wealth Management's portfolio in Q1 2026, its #26 holding.
- Shepherd Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
- 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Shepherd Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.