Smartleaf Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$90.3M Buy
142,225
+16,408
+13% +$11.2M 3.26% 3
2025
Q4
$86.8M Buy
125,817
+90,077
+252% +$61.2M 3.29% 2
2025
Q3
$23.8M Buy
35,740
+12,809
+56% +$8.25M 1.47% 6
2025
Q2
$14.2M Buy
22,931
+10,050
+78% +$5.77M 1.25% 8
2025
Q1
$7.19M Buy
12,881
+120
+0.9% +$70.9K 0.69% 24
2024
Q4
$7.54M Buy
12,761
+259
+2% +$153K 0.77% 18
2024
Q3
$7.18M Buy
12,502
+1,133
+10% +$630K 0.87% 15
2024
Q2
$6.25M Buy
11,369
+105
+0.9% +$55.2K 1.02% 13
2024
Q1
$5.92M Buy
11,264
+4,572
+68% +$2.29M 1.15% 11
2023
Q4
$3.22M Buy
+6,692
New +$3M 0.86% 22

Other funds holding IVV

Smartleaf Asset Management's IVV Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q1 2026, buying an estimated $11.2M and bringing the position to 142,225 shares worth $90.3M. The position accounts for 3.26% of the portfolio, ranked #3.

Smartleaf Asset Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Smartleaf Asset Management held 142,225 shares of iShares Core S&P 500 ETF worth $90.3M as of Q1 2026.
  • Smartleaf Asset Management bought 16,408 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $11.2M.
  • iShares Core S&P 500 ETF made up 3.26% of Smartleaf Asset Management's portfolio in Q1 2026, its #3 holding.
  • Smartleaf Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.