Stillwater Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Stillwater Private Wealth’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	$517K	Buy	+793	New	+$542K	0.44%	44

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

Stillwater Private Wealth's IVV Position: Q1 2026 in Review

Stillwater Private Wealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q1 2026: 793 shares worth $517K. The stake represents 0.44% of the portfolio and ranks #44 among its holdings.

3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Stillwater Private Wealth held 793 shares of iShares Core S&P 500 ETF worth $517K as of Q1 2026.
iShares Core S&P 500 ETF was a new Stillwater Private Wealth position in Q1 2026.
iShares Core S&P 500 ETF made up 0.44% of Stillwater Private Wealth's portfolio in Q1 2026, its #44 holding.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Stillwater Private Wealth's 13F filing for Q1 2026, filed 3 Jun 2026.