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

Strategic Investment Advisors’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 		$3.13M Buy
4,794
+2,033
+74% +$1.39M 0.22% 59
2025
Q4 		$1.89M Buy
2,761
+2,696
+4,148% +$1.83M 0.16% 70
2025
Q3 		$710K Sell
65
-1,070
-94% -$689K 0.06% 125
2025
Q2 		$705K Buy
1,135
+104
+10% +$59.7K 0.07% 125
2025
Q1 		$579K Sell
1,031
-1,711
-62% -$1.01M 0.06% 147
2024
Q4 		$1.61M Buy
2,742
+751
+38% +$445K 0.17% 75
2024
Q3 		$1.15M Sell
1,991
-127
-6% -$70.6K 0.13% 102
2024
Q2 		$1.16M Sell
2,118
-816
-28% -$429K 0.14% 95
2024
Q1 		$1.54M Sell
2,934
-1,161
-28% -$581K 0.2% 72
2023
Q4 		$1.96M Buy
4,095
+2,484
+154% +$1.11M 0.28% 56
2023
Q3 		$692K Buy
+1,611
New +$721K 0.11% 139
2023
Q2 		– Sell
-1,530
Closed -$629K – 211
2023
Q1 		$629K Sell
1,530
-78
-5% -$31.3K 0.11% 135
2022
Q4 		$618K Sell
1,608
-1,848
-53% -$713K 0.13% 132
2022
Q3 		$1.24M Buy
3,456
+2,250
+187% +$898K 0.28% 61
2022
Q2 		$457K Buy
1,206
+4
+0.3% +$1.65K 0.09% 154
2022
Q1 		$545K Buy
1,202
+4
+0.3% +$1.79K 0.1% 151
2021
Q4 		$571K Buy
1,198
+4
+0.3% +$1.84K 0.11% 152
2021
Q3 		$514K Buy
1,194
+10
+0.8% +$4.43K 0.11% 152
2021
Q2 		$509K Sell
1,184
-320
-21% -$134K 0.12% 158
2021
Q1 		$599K Buy
+1,504
New +$582K 0.16% 113
2019
Q2 		– Sell
-1,491
Closed -$424K – 157
2019
Q1 		$424K Buy
1,491
+268
+22% +$73.3K 0.29% 68
2018
Q4 		$308K Buy
+1,223
New +$332K 0.28% 75

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 Investment Advisors's IVV Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 74% in Q1 2026, buying an estimated $1.39M and bringing the position to 4,794 shares worth $3.13M. The position accounts for 0.22% of the portfolio, ranked #59.

Strategic Investment Advisors first reported a position in IVV in Q4 2018 and has held it in 22 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Strategic Investment Advisors held 4,794 shares of iShares Core S&P 500 ETF worth $3.13M as of Q1 2026.
  • Strategic Investment Advisors bought 2,033 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.39M.
  • iShares Core S&P 500 ETF made up 0.22% of Strategic Investment Advisors's portfolio in Q1 2026, its #59 holding.
  • Strategic Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 22 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.