Shotwell Rutter Baer’s iShares Core S&P 500 ETF IVV Stock Holding History

Shotwell Rutter Baer’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	$310K	Buy	474 +18	+4%	+$12.3K	0.18%	34
2025 Q4	$316K	Hold	456	–	–	0.19%	34
2025 Q3	$308K	Hold	456	–	–	0.2%	33
2025 Q2	$286K	Hold	456	–	–	0.19%	33
2025 Q1	$231K	Sell	456 -21	-4%	-$12.4K	0.2%	32
2024 Q4	$278K	Sell	477 -51	-10%	-$30.2K	0.23%	32
2024 Q3	$304K	Hold	528	–	–	0.25%	32
2024 Q2	$295K	Sell	528 -17	-3%	-$8.94K	0.26%	32
2024 Q1	$284K	Sell	545 -14	-3%	-$7K	0.58%	18
2023 Q4	$267K	Buy	+559	New	+$250K	0.26%	33

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

Shotwell Rutter Baer's IVV Position: Q1 2026 in Review

Shotwell Rutter Baer increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q1 2026, buying an estimated $12.3K and bringing the position to 474 shares worth $310K. The position accounts for 0.18% of the portfolio, ranked #34.

Shotwell Rutter Baer first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $316K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Shotwell Rutter Baer held 474 shares of iShares Core S&P 500 ETF worth $310K as of Q1 2026.
Shotwell Rutter Baer bought 18 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $12.3K.
iShares Core S&P 500 ETF made up 0.18% of Shotwell Rutter Baer's portfolio in Q1 2026, its #34 holding.
Shotwell Rutter Baer first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Shotwell Rutter Baer's iShares Core S&P 500 ETF position peaked at $316K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Shotwell Rutter Baer's 13F filing for Q1 2026, filed 22 Apr 2026.