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Sound View Wealth Advisors Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Sound View Wealth Advisors Group’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 		$2.85M Sell
4,366
-481
-10% -$328K 0.19% 105
2025
Q4 		$3.32M Sell
4,847
-627
-11% -$426K 0.22% 100
2025
Q3 		$3.66M Buy
5,474
+10
+0.2% +$6.44K 0.25% 88
2025
Q2 		$3.39M Buy
5,464
+260
+5% +$149K 0.25% 93
2025
Q1 		$2.92M Sell
5,204
-259
-5% -$153K 0.24% 94
2024
Q4 		$3.22M Sell
5,463
-93
-2% -$55K 0.26% 84
2024
Q3 		$3.21M Buy
5,556
+2,149
+63% +$1.19M 0.26% 85
2024
Q2 		$1.86M Buy
3,407
+35
+1% +$18.4K 0.19% 114
2024
Q1 		$1.77M Sell
3,372
-116
-3% -$58K 0.19% 117
2023
Q4 		$1.67M Buy
3,488
+4
+0.1% +$1.79K 0.18% 121
2023
Q3 		$1.5M Buy
3,484
+401
+13% +$179K 0.19% 114
2023
Q2 		$1.37M Sell
3,083
-627
-17% -$264K 0.18% 117
2023
Q1 		$1.53M Buy
3,710
+222
+6% +$89K 0.21% 108
2022
Q4 		$1.67M Sell
3,488
-37
-1% -$14.3K 0.18% 121
2022
Q3 		$1.26M Hold
3,525
– – 0.28% 91
2022
Q2 		$1.34M Buy
3,525
+1,812
+106% +$745K 0.28% 91
2022
Q1 		$777K Hold
1,713
– – 0.15% 135
2021
Q4 		$817K Sell
1,713
-15
-0.9% -$6.91K 0.15% 132
2021
Q3 		$744K Hold
1,728
– – 0.16% 138
2021
Q2 		$743K Buy
1,728
+2
+0.1% +$838 0.16% 134
2021
Q1 		$687K Hold
1,726
– – 0.16% 132
2020
Q4 		$648K Buy
1,726
+1
+0.1% +$356 0.16% 132
2020
Q3 		$580K Buy
1,725
+1
+0.1% +$333 0.15% 132
2020
Q2 		$534K Buy
1,724
+2
+0.1% +$587 0.15% 128
2020
Q1 		$445K Hold
1,722
– – 0.15% 126
2019
Q4 		$557K Sell
1,722
-193
-10% -$59.7K 0.16% 132
2019
Q3 		$572K Hold
1,915
– – 0.17% 128
2019
Q2 		$564K Buy
+1,915
New +$555K 0.17% 131

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

Sound View Wealth Advisors Group's IVV Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Core S&P 500 ETF (IVV) stake by 9.9% in Q1 2026, selling an estimated $328K and leaving 4,366 shares worth $2.85M. The position accounts for 0.19% of the portfolio, ranked #105.

Sound View Wealth Advisors Group first reported a position in IVV in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.66M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sound View Wealth Advisors Group held 4,366 shares of iShares Core S&P 500 ETF worth $2.85M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 481 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $328K.
  • iShares Core S&P 500 ETF made up 0.19% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #105 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's iShares Core S&P 500 ETF position peaked at $3.66M in Q3 2025.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.