Stonehaven Wealth & Tax Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Stonehaven Wealth & Tax Solutions’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	–	Sell	-317	Closed	-$217K	–	91
2025 Q4	$217K	Sell	317 -31	-9%	-$21.1K	0.2%	74
2025 Q3	$233K	Sell	348 -65	-16%	-$41.9K	0.22%	69
2025 Q2	$256K	Sell	413 -141	-25%	-$81K	0.25%	60
2025 Q1	$311K	Sell	554 -2,857	-84%	-$1.69M	0.33%	50
2024 Q4	$2.01M	Buy	+3,411	New	+$2.02M	2.19%	11

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

Stonehaven Wealth & Tax Solutions's IVV Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 317 shares — an estimated $217K sold.

Stonehaven Wealth & Tax Solutions first reported a position in IVV in Q4 2024 and held it in 5 quarters. The position peaked at $2.01M in Q4 2024. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 317 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $217K.
Stonehaven Wealth & Tax Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 5 quarters.
Stonehaven Wealth & Tax Solutions's iShares Core S&P 500 ETF position peaked at $2.01M in Q4 2024.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.