Sherman Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sherman Asset 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	$21.4M	Sell	32,734 -15	-0%	-$10.2K	19.67%	1
2025 Q4	$22.4M	Buy	32,749 +232	+0.7%	+$158K	18.99%	1
2025 Q3	$21.8M	Buy	32,517 +59	+0.2%	+$38K	18.78%	1
2025 Q2	$20.2M	Sell	32,458 -2,175	-6%	-$1.25M	17.87%	1
2025 Q1	$19.5M	Buy	34,633 +1,261	+4%	+$745K	18.59%	1
2024 Q4	$19.6M	Buy	+33,372	New	+$19.8M	17.97%	1

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

Sherman Asset Management's IVV Position: Q1 2026 in Review

Sherman Asset Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.05% in Q1 2026, selling an estimated $10.2K and leaving 32,734 shares worth $21.4M. The position accounts for 19.67% of the portfolio, ranked #1.

Sherman Asset Management first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.4M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sherman Asset Management held 32,734 shares of iShares Core S&P 500 ETF worth $21.4M as of Q1 2026.
Sherman Asset Management sold 15 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $10.2K.
iShares Core S&P 500 ETF made up 19.67% of Sherman Asset Management's portfolio in Q1 2026, its #1 holding.
Sherman Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Sherman Asset Management's iShares Core S&P 500 ETF position peaked at $22.4M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.