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

Strategic Wealth Investment Group’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 		$308K Buy
472
+1
+0.2% +$683 0.04% 81
2025
Q4 		$323K Sell
471
-582
-55% -$395K 0.04% 78
2025
Q3 		$705K Buy
+1,053
New +$678K 0.06% 72
2025
Q1 		– Sell
-592
Closed -$349K – 82
2024
Q4 		$349K Buy
592
+1
+0.2% +$592 0.04% 103
2024
Q3 		$338K Sell
591
-668
-53% -$371K 0.04% 104
2024
Q2 		$691K Buy
+1,259
New +$662K 0.09% 83
2023
Q4 		$557K Sell
1,166
-660
-36% -$295K 0.08% 77
2023
Q3 		$784K Buy
1,826
+610
+50% +$273K 0.14% 61
2023
Q2 		$542K Buy
1,216
+616
+103% +$260K 0.09% 88
2023
Q1 		$247K Sell
600
-61
-9% -$24.5K 0.05% 113
2022
Q4 		$260K Sell
661
-159
-19% -$61.4K 0.06% 102
2022
Q3 		$294K Buy
+820
New +$327K 0.08% 82
2022
Q2 		– Sell
-1,184
Closed -$537K – 140
2022
Q1 		$537K Buy
1,184
+591
+100% +$264K 0.13% 63
2021
Q4 		$283K Sell
593
-86
-13% -$39.6K 0.07% 72
2021
Q3 		$294K Buy
679
+100
+17% +$44.3K 0.09% 70
2021
Q2 		$249K Buy
579
+48
+9% +$20.1K 0.09% 71
2021
Q1 		$211K Sell
531
-418
-44% -$162K 0.1% 71
2020
Q4 		$356K Buy
+949
New +$338K 0.21% 63

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 Wealth Investment Group's IVV Position: Q1 2026 in Review

Strategic Wealth Investment Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.21% in Q1 2026, buying an estimated $683 and bringing the position to 472 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #81.

Strategic Wealth Investment Group first reported a position in IVV in Q4 2020 and has held it in 18 quarters since. The position peaked at $784K in Q3 2023. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Strategic Wealth Investment Group held 472 shares of iShares Core S&P 500 ETF worth $308K as of Q1 2026.
  • Strategic Wealth Investment Group bought 1 iShares Core S&P 500 ETF share in Q1 2026, an estimated $683.
  • iShares Core S&P 500 ETF made up 0.04% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #81 holding.
  • Strategic Wealth Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
  • Strategic Wealth Investment Group's iShares Core S&P 500 ETF position peaked at $784K in Q3 2023.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.