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

SMART Wealth’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	$4.01M	Buy	6,137 +2,419	+65%	+$1.65M	1.17%	22
2025 Q4	$2.55M	Buy	3,718 +1,072	+41%	+$728K	0.78%	45
2025 Q3	$1.77M	Buy	2,646 +681	+35%	+$439K	0.67%	53
2025 Q2	$1.22M	Buy	1,965 +353	+22%	+$203K	0.38%	78
2025 Q1	$906K	Buy	1,612 +271	+20%	+$160K	0.32%	75
2024 Q4	$789K	Buy	1,341 +79	+6%	+$46.8K	0.28%	85
2024 Q3	$728K	Buy	1,262 +309	+32%	+$172K	0.29%	77
2024 Q2	$522K	Buy	953 +292	+44%	+$154K	0.21%	75
2024 Q1	$348K	Sell	661 -139	-17%	-$69.5K	0.16%	85
2023 Q4	$382K	Buy	800 +301	+60%	+$135K	0.21%	53
2023 Q3	$214K	Buy	+499	New	+$223K	0.16%	66
2023 Q1	–	Sell	-1,291	Closed	-$496K	–	75
2022 Q4	$496K	Buy	+1,291	New	+$498K	0.37%	50

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

SMART Wealth's IVV Position: Q1 2026 in Review

SMART Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 65% in Q1 2026, buying an estimated $1.65M and bringing the position to 6,137 shares worth $4.01M. The position accounts for 1.17% of the portfolio, ranked #22.

SMART Wealth first reported a position in IVV in Q4 2022 and has held it in 12 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

SMART Wealth held 6,137 shares of iShares Core S&P 500 ETF worth $4.01M as of Q1 2026.
SMART Wealth bought 2,419 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.65M.
iShares Core S&P 500 ETF made up 1.17% of SMART Wealth's portfolio in Q1 2026, its #22 holding.
SMART Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.