Silverlake Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Silverlake Wealth 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	$1.75M	Buy	2,672 +1,137	+74%	+$776K	0.36%	84
2025 Q4	$1.05M	Buy	1,535 +554	+56%	+$376K	0.23%	121
2025 Q3	$657K	Buy	981 +51	+5%	+$32.8K	0.16%	153
2025 Q2	$578K	Buy	930 +341	+58%	+$196K	0.17%	146
2025 Q1	$331K	Buy	589 +191	+48%	+$113K	0.13%	175
2024 Q4	$234K	Sell	398 -1	-0.3%	-$592	0.09%	232
2024 Q3	$230K	Sell	399 -46	-10%	-$25.6K	0.09%	241
2024 Q2	$244K	Sell	445 -2	-0.4%	-$1.05K	0.1%	221
2024 Q1	$235K	Sell	447 -328	-42%	-$164K	0.12%	205
2023 Q4	$370K	Buy	775 +156	+25%	+$69.8K	0.2%	132
2023 Q3	$266K	Sell	619 -2	-0.3%	-$895	0.15%	175
2023 Q2	$277K	Buy	621 +10	+2%	+$4.21K	0.15%	160
2023 Q1	$251K	Buy	611 +64	+12%	+$25.7K	0.15%	164
2022 Q4	$210K	Buy	+547	New	+$211K	0.13%	189
2022 Q3	–	Sell	-547	Closed	-$208K	–	212
2022 Q2	$208K	Hold	547	–	–	0.14%	184
2022 Q1	$248K	Sell	547 -31	-5%	-$13.9K	0.14%	173
2021 Q4	$276K	Buy	+578	New	+$266K	0.15%	165

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

Silverlake Wealth Management's IVV Position: Q1 2026 in Review

Silverlake Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 74% in Q1 2026, buying an estimated $776K and bringing the position to 2,672 shares worth $1.75M. The position accounts for 0.36% of the portfolio, ranked #84.

Silverlake Wealth Management first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Silverlake Wealth Management held 2,672 shares of iShares Core S&P 500 ETF worth $1.75M as of Q1 2026.
Silverlake Wealth Management bought 1,137 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $776K.
iShares Core S&P 500 ETF made up 0.36% of Silverlake Wealth Management's portfolio in Q1 2026, its #84 holding.
Silverlake Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.