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Strategic Blueprint’s iShares Core S&P 500 ETF IVV Stock Holding History

Strategic Blueprint’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 		$16.6M Buy
25,359
+10,263
+68% +$7.01M 0.96% 19
2025
Q4 		$10.3M Sell
15,096
-10,365
-41% -$7.04M 0.61% 36
2025
Q3 		$17M Buy
25,461
+602
+2% +$388K 0.74% 30
2025
Q2 		$15.4M Sell
24,859
-98
-0.4% -$56.3K 0.76% 30
2025
Q1 		$14M Sell
24,957
-531
-2% -$314K 0.77% 29
2024
Q4 		$15M Buy
25,488
+6,120
+32% +$3.62M 0.89% 23
2024
Q3 		$11.2M Buy
19,368
+233
+1% +$130K 0.7% 29
2024
Q2 		$10.5M Sell
19,135
-3,180
-14% -$1.67M 0.71% 29
2024
Q1 		$11.7M Buy
22,315
+1,431
+7% +$716K 0.83% 21
2023
Q4 		$9.97M Buy
20,884
+3,998
+24% +$1.79M 0.82% 22
2023
Q3 		$7.25M Sell
16,886
-2,208
-12% -$988K 0.67% 34
2023
Q2 		$8.51M Sell
19,094
-1,836
-9% -$774K 0.81% 26
2023
Q1 		$8.6M Buy
20,930
+2,414
+13% +$968K 0.89% 25
2022
Q4 		$7.11M Buy
18,516
+3,461
+23% +$1.34M 0.82% 25
2022
Q3 		$5.4M Buy
15,055
+1,475
+11% +$589K 0.65% 33
2022
Q2 		$5.15M Sell
13,580
-1,613
-11% -$663K 0.63% 31
2022
Q1 		$6.89M Buy
15,193
+5,002
+49% +$2.24M 0.8% 21
2021
Q4 		$4.86M Buy
10,191
+1,900
+23% +$876K 0.61% 34
2021
Q3 		$3.57M Buy
8,291
+724
+10% +$321K 0.55% 38
2021
Q2 		$3.25M Buy
7,567
+1,524
+25% +$638K 0.51% 42
2021
Q1 		$2.4M Sell
6,043
-188
-3% -$72.8K 0.51% 51
2020
Q4 		$2.34M Buy
6,231
+1,222
+24% +$435K 0.59% 42
2020
Q3 		$1.68M Sell
5,009
-317
-6% -$105K 0.52% 50
2020
Q2 		$1.65M Buy
5,326
+2,248
+73% +$660K 0.58% 52
2020
Q1 		$795K Buy
3,078
+93
+3% +$28.5K 0.46% 61
2019
Q4 		$965K Buy
2,985
+308
+12% +$95.3K 0.66% 41
2019
Q3 		$799K Sell
2,677
-185
-6% -$55K 0.6% 37
2019
Q2 		$844K Buy
2,862
+100
+4% +$29K 0.72% 40
2019
Q1 		$786K Buy
2,762
+827
+43% +$226K 0.71% 43
2018
Q4 		$487K Buy
+1,935
New +$525K 0.71% 33

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

Strategic Blueprint's IVV Position: Q1 2026 in Review

Strategic Blueprint increased its iShares Core S&P 500 ETF (IVV) stake by 68% in Q1 2026, buying an estimated $7.01M and bringing the position to 25,359 shares worth $16.6M. The position accounts for 0.96% of the portfolio, ranked #19.

Strategic Blueprint first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $17M in Q3 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Strategic Blueprint held 25,359 shares of iShares Core S&P 500 ETF worth $16.6M as of Q1 2026.
  • Strategic Blueprint bought 10,263 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $7.01M.
  • iShares Core S&P 500 ETF made up 0.96% of Strategic Blueprint's portfolio in Q1 2026, its #19 holding.
  • Strategic Blueprint first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Blueprint's iShares Core S&P 500 ETF position peaked at $17M in Q3 2025.
  • 3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.