Sterling Group Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Sterling Group Wealth Management’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	$467K	Hold	715	–	–	0.22%	33
2025 Q4	$490K	Buy	715 +10	+1%	+$6.79K	0.24%	29
2025 Q3	$472K	Hold	705	–	–	0.23%	29
2025 Q2	$438K	Sell	705 -29	-4%	-$16.7K	0.24%	30
2025 Q1	$412K	Buy	734 +29	+4%	+$17.1K	0.22%	32
2024 Q4	$415K	Hold	705	–	–	0.22%	35
2024 Q3	$407K	Hold	705	–	–	0.22%	34
2024 Q2	$386K	Buy	+705	New	+$371K	0.22%	32
2024 Q1	–	Sell	-705	Closed	-$337K	–	20
2023 Q4	$337K	Buy	705 +132	+23%	+$59.1K	0.26%	37
2023 Q3	$246K	Hold	573	–	–	0.23%	44
2023 Q2	$255K	Hold	573	–	–	0.22%	45
2023 Q1	$236K	Hold	573	–	–	0.22%	44
2022 Q4	$220K	Buy	+573	New	+$221K	0.22%	45

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

Sterling Group Wealth Management's IVV Position: Q1 2026 in Review

Sterling Group Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 715 shares worth $467K. The position accounts for 0.22% of the portfolio, ranked #33.

Sterling Group Wealth Management first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. The position peaked at $490K in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Sterling Group Wealth Management held 715 shares of iShares Core S&P 500 ETF worth $467K as of Q1 2026.
Sterling Group Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.22% of Sterling Group Wealth Management's portfolio in Q1 2026, its #33 holding.
Sterling Group Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
Sterling Group Wealth Management's iShares Core S&P 500 ETF position peaked at $490K in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Sterling Group Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.