Silicon Valley Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Silicon Valley Capital Partners’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	$1.18M	Sell	1,804 -67	-4%	-$45.8K	0.12%	50
2025 Q4	$1.28M	Buy	1,871 +6	+0.3%	+$4.07K	0.12%	47
2025 Q3	$1.25M	Buy	1,865 +6	+0.3%	+$3.86K	0.12%	47
2025 Q2	$1.15M	Buy	1,859 +5	+0.3%	+$2.87K	0.12%	47
2025 Q1	$1.03M	Buy	1,854 +6	+0.3%	+$3.54K	0.14%	47
2024 Q4	$1.09M	Buy	1,848 +6	+0.3%	+$3.55K	0.12%	48
2024 Q3	$1.06M	Buy	1,842 +7	+0.4%	+$3.89K	0.14%	46
2024 Q2	$1M	Buy	1,835 +5	+0.3%	+$2.63K	0.14%	45
2024 Q1	$962K	Buy	1,830 +6	+0.3%	+$3K	0.14%	43
2023 Q4	$871K	Buy	1,824 +15	+0.8%	+$6.71K	0.15%	44
2023 Q3	$777K	Hold	1,809	–	–	0.15%	44
2023 Q2	$806K	Buy	1,809 +5	+0.3%	+$2.11K	0.15%	43
2023 Q1	$742K	Sell	1,804 -87	-5%	-$34.9K	0.16%	43
2022 Q4	$726K	Sell	1,891 -511	-21%	-$197K	0.17%	42
2022 Q3	$862K	Buy	2,402 +42	+2%	+$16.8K	0.19%	31
2022 Q2	$895K	Buy	2,360 +8	+0.3%	+$3.29K	0.19%	26
2022 Q1	$1.07M	Buy	2,352 +7	+0.3%	+$3.13K	0.18%	29
2021 Q4	$1.12M	Sell	2,345 -140	-6%	-$64.5K	0.18%	31
2021 Q3	$1.07M	Sell	2,485 -10	-0.4%	-$4.43K	0.2%	27
2021 Q2	$1.07M	Buy	2,495 +1,763	+241%	+$739K	0.21%	24
2021 Q1	$291K	Sell	732 -32	-4%	-$12.4K	0.06%	54
2020 Q4	$287K	Buy	764 +3	+0.4%	+$1.07K	0.06%	49
2020 Q3	$256K	Buy	761 +3	+0.4%	+$998	0.06%	49
2020 Q2	$235K	Buy	+758	New	+$223K	0.07%	37
2020 Q1	–	Sell	-751	Closed	-$243K	–	40
2019 Q4	$243K	Buy	751 +4	+0.5%	+$1.24K	0.08%	38
2019 Q3	$223K	Buy	747 +3	+0.4%	+$892	0.09%	34
2019 Q2	$219K	Sell	744 -79	-10%	-$22.9K	0.09%	33
2019 Q1	$234K	Buy	+823	New	+$225K	0.1%	30

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

Silicon Valley Capital Partners's IVV Position: Q1 2026 in Review

Silicon Valley Capital Partners reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q1 2026, selling an estimated $45.8K and leaving 1,804 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #50.

Silicon Valley Capital Partners first reported a position in IVV in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.28M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Silicon Valley Capital Partners held 1,804 shares of iShares Core S&P 500 ETF worth $1.18M as of Q1 2026.
Silicon Valley Capital Partners sold 67 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $45.8K.
iShares Core S&P 500 ETF made up 0.12% of Silicon Valley Capital Partners's portfolio in Q1 2026, its #50 holding.
Silicon Valley Capital Partners first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 28 quarters since.
Silicon Valley Capital Partners's iShares Core S&P 500 ETF position peaked at $1.28M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Silicon Valley Capital Partners's 13F filing for Q1 2026, filed 19 May 2026.