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Sterling Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Financial Planning’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 		$8.1M Sell
12,401
-100
-0.8% -$68.3K 2.4% 14
2025
Q4 		$8.56M Sell
12,501
-119
-0.9% -$80.8K 2.58% 14
2025
Q3 		$8.45M Buy
12,620
+24
+0.2% +$15.5K 2.66% 13
2025
Q2 		$7.82M Buy
12,596
+9
+0.1% +$5.17K 2.61% 14
2025
Q1 		$7.07M Sell
12,587
-43
-0.3% -$25.4K 2.57% 12
2024
Q4 		$7.44M Buy
12,630
+195
+2% +$115K 2.74% 10
2024
Q3 		$7.17M Sell
12,435
-72
-0.6% -$40K 2.64% 12
2024
Q2 		$6.84M Sell
12,507
-462
-4% -$243K 2.78% 10
2024
Q1 		$6.82M Sell
12,969
-241
-2% -$121K 2.76% 10
2023
Q4 		$6.31M Buy
13,210
+134
+1% +$60K 2.73% 10
2023
Q3 		$5.62M Sell
13,076
-81
-0.6% -$36.2K 2.88% 10
2023
Q2 		$5.86M Buy
13,157
+531
+4% +$224K 2.91% 10
2023
Q1 		$5.19M Sell
12,626
-44
-0.3% -$17.6K 2.82% 9
2022
Q4 		$4.87M Buy
12,670
+327
+3% +$126K 2.9% 10
2022
Q3 		$4.43M Buy
12,343
+282
+2% +$113K 3.1% 9
2022
Q2 		$4.57M Buy
12,061
+408
+4% +$168K 3.21% 9
2022
Q1 		$5.29M Sell
11,653
-513
-4% -$229K 3.33% 9
2021
Q4 		$5.8M Buy
12,166
+267
+2% +$123K 3.63% 9
2021
Q3 		$5.13M Sell
11,899
-392
-3% -$174K 3.26% 9
2021
Q2 		$5.28M Sell
12,291
-372
-3% -$156K 3.43% 9
2021
Q1 		$5.04M Sell
12,663
-202
-2% -$78.2K 3.59% 9
2020
Q4 		$4.83M Buy
+12,865
New +$4.58M 3.89% 8

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 $424B AUM 22.94% 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

Sterling Financial Planning's IVV Position: Q1 2026 in Review

Sterling Financial Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 0.8% in Q1 2026, selling an estimated $68.3K and leaving 12,401 shares worth $8.1M. The position accounts for 2.4% of the portfolio, ranked #14.

Sterling Financial Planning first reported a position in IVV in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.56M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Sterling Financial Planning held 12,401 shares of iShares Core S&P 500 ETF worth $8.1M as of Q1 2026.
  • Sterling Financial Planning sold 100 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $68.3K.
  • iShares Core S&P 500 ETF made up 2.4% of Sterling Financial Planning's portfolio in Q1 2026, its #14 holding.
  • Sterling Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares Core S&P 500 ETF position peaked at $8.56M in Q4 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.