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Sittner & Nelson’s iShares Core S&P 500 ETF IVV Stock Holding History

Sittner & Nelson’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 		$35.9K Hold
55
– – 0.01% 322
2025
Q4 		$38.2K Sell
55
-2
-4% -$1.36K 0.01% 282
2025
Q3 		$38.1K Hold
57
– – 0.01% 271
2025
Q2 		$35.4K Hold
57
– – 0.01% 273
2025
Q1 		$32K Sell
57
-6
-10% -$3.54K 0.01% 268
2024
Q4 		$37.1K Hold
63
– – 0.02% 246
2024
Q3 		$36.3K Hold
63
– – 0.02% 248
2024
Q2 		$34.5K Buy
63
+8
+15% +$4.21K 0.02% 241
2024
Q1 		$28.9K Hold
55
– – 0.01% 251
2023
Q4 		$26.3K Buy
+55
New +$24.6K 0.01% 259

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Sittner & Nelson's IVV Position: Q1 2026 in Review

Sittner & Nelson held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 55 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #322.

Sittner & Nelson first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $38.2K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sittner & Nelson held 55 shares of iShares Core S&P 500 ETF worth $35.9K as of Q1 2026.
  • Sittner & Nelson left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Sittner & Nelson's portfolio in Q1 2026, its #322 holding.
  • Sittner & Nelson first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • Sittner & Nelson's iShares Core S&P 500 ETF position peaked at $38.2K in Q4 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.