South Shore Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

South Shore Capital Advisors’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	$508K	Sell	778 -62	-7%	-$42.3K	0.37%	56
2025 Q4	$575K	Buy	+840	New	+$570K	0.42%	51
2022 Q3	$230K	Hold	642	–	–	0.54%	59
2022 Q2	$243K	Hold	642	–	–	0.51%	65
2022 Q1	$291K	Hold	642	–	–	0.47%	66
2021 Q4	$306K	Buy	+642	New	+$296K	0.5%	66

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

South Shore Capital Advisors's IVV Position: Q1 2026 in Review

South Shore Capital Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 7.4% in Q1 2026, selling an estimated $42.3K and leaving 778 shares worth $508K. The position accounts for 0.37% of the portfolio, ranked #56.

South Shore Capital Advisors first reported a position in IVV in Q4 2021 and has held it in 6 quarters since. The position peaked at $575K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

South Shore Capital Advisors held 778 shares of iShares Core S&P 500 ETF worth $508K as of Q1 2026.
South Shore Capital Advisors sold 62 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $42.3K.
iShares Core S&P 500 ETF made up 0.37% of South Shore Capital Advisors's portfolio in Q1 2026, its #56 holding.
South Shore Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
South Shore Capital Advisors's iShares Core S&P 500 ETF position peaked at $575K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.