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

Sonoma Private 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 		$5.68M Buy
8,697
+285
+3% +$195K 6.99% 3
2025
Q4 		$5.76M Sell
8,412
-272
-3% -$185K 6.96% 3
2025
Q3 		$5.81M Buy
8,684
+21
+0.2% +$13.5K 6.94% 4
2025
Q2 		$5.38M Sell
8,663
-145
-2% -$83.3K 6.6% 3
2025
Q1 		$4.95M Sell
8,808
-78
-0.9% -$46.1K 6.86% 3
2024
Q4 		$5.23M Sell
8,886
-209
-2% -$124K 8.44% 1
2024
Q3 		$5.25M Sell
9,095
-22
-0.2% -$12.2K 8.17% 1
2024
Q2 		$4.99M Sell
9,117
-122
-1% -$64.2K 8.1% 1
2024
Q1 		$4.86M Sell
9,239
-733
-7% -$367K 7.81% 1
2023
Q4 		$4.76M Buy
9,972
+202
+2% +$90.4K 7.88% 1
2023
Q3 		$4.2M Buy
9,770
+1,157
+13% +$518K 7.65% 1
2023
Q2 		$3.84M Hold
8,613
– – 6.71% 1
2023
Q1 		$3.54M Buy
8,613
+1,040
+14% +$417K 7.04% 1
2022
Q4 		$2.91M Buy
+7,573
New +$2.92M 6.43% 2

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

Sonoma Private Wealth's IVV Position: Q1 2026 in Review

Sonoma Private Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 3.4% in Q1 2026, buying an estimated $195K and bringing the position to 8,697 shares worth $5.68M. The position accounts for 6.99% of the portfolio, ranked #3.

Sonoma Private Wealth first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.81M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sonoma Private Wealth held 8,697 shares of iShares Core S&P 500 ETF worth $5.68M as of Q1 2026.
  • Sonoma Private Wealth bought 285 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $195K.
  • iShares Core S&P 500 ETF made up 6.99% of Sonoma Private Wealth's portfolio in Q1 2026, its #3 holding.
  • Sonoma Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • Sonoma Private Wealth's iShares Core S&P 500 ETF position peaked at $5.81M in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.