SSA
IVV icon

SSA Swiss Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

SSA Swiss 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 		$291K Hold
445
– – 0.13% 68
2025
Q4 		$305K Hold
445
– – 0.14% 66
2025
Q3 		$297K Sell
445
-50
-10% -$32.2K 0.14% 71
2025
Q2 		$313K Sell
495
-80
-14% -$45.9K 0.15% 68
2025
Q1 		$323K Buy
+575
New +$340K 0.17% 69

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

SSA Swiss Advisors's IVV Position: Q1 2026 in Review

SSA Swiss Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 445 shares worth $291K. The position accounts for 0.13% of the portfolio, ranked #68.

SSA Swiss Advisors first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $323K in Q1 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • SSA Swiss Advisors held 445 shares of iShares Core S&P 500 ETF worth $291K as of Q1 2026.
  • SSA Swiss Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
  • iShares Core S&P 500 ETF made up 0.13% of SSA Swiss Advisors's portfolio in Q1 2026, its #68 holding.
  • SSA Swiss Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's iShares Core S&P 500 ETF position peaked at $323K in Q1 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SSA Swiss Advisors's 13F filing for Q1 2026, filed 21 Jul 2026.