Spirepoint Private Client’s iShares Core S&P 500 ETF IVV Stock Holding History

Spirepoint Private Client’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	$2.29M	Sell	3,511 -1,738	-33%	-$1.19M	0.22%	76
2025 Q4	$3.6M	Buy	5,249 +401	+8%	+$272K	0.34%	56
2025 Q3	$3.24M	Buy	4,848 +99	+2%	+$63.8K	0.34%	66
2025 Q2	$2.95M	Sell	4,749 -576	-11%	-$331K	0.33%	69
2025 Q1	$2.99M	Sell	5,325 -261	-5%	-$154K	0.39%	59
2024 Q4	$3.29M	Buy	5,586 +198	+4%	+$117K	0.41%	55
2024 Q3	$3.11M	Buy	5,388 +72	+1%	+$40K	0.41%	55
2024 Q2	$2.91M	Buy	5,316 +152	+3%	+$79.9K	0.41%	53
2024 Q1	$2.71M	Buy	+5,164	New	+$2.58M	0.41%	53

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

Spirepoint Private Client's IVV Position: Q1 2026 in Review

Spirepoint Private Client reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q1 2026, selling an estimated $1.19M and leaving 3,511 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #76.

Spirepoint Private Client first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.6M in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Spirepoint Private Client held 3,511 shares of iShares Core S&P 500 ETF worth $2.29M as of Q1 2026.
Spirepoint Private Client sold 1,738 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.19M.
iShares Core S&P 500 ETF made up 0.22% of Spirepoint Private Client's portfolio in Q1 2026, its #76 holding.
Spirepoint Private Client first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Spirepoint Private Client's iShares Core S&P 500 ETF position peaked at $3.6M in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Spirepoint Private Client's 13F filing for Q1 2026, filed 22 Apr 2026.