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Strategies Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Strategies Wealth 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 		$4.42M Buy
6,768
+77
+1% +$52.6K 0.44% 25
2025
Q4 		$4.58M Sell
6,691
-161
-2% -$109K 0.46% 24
2025
Q3 		$4.59M Sell
6,852
-2,300
-25% -$1.48M 0.48% 24
2025
Q2 		$5.68M Sell
9,152
-869
-9% -$499K 0.62% 22
2025
Q1 		$5.63M Buy
10,021
+49
+0.5% +$28.9K 0.69% 22
2024
Q4 		$6.06M Sell
9,972
-509
-5% -$301K 0.75% 16
2024
Q3 		$6.05M Sell
10,481
-251
-2% -$140K 0.81% 18
2024
Q2 		$5.87M Sell
10,732
-551
-5% -$290K 0.86% 17
2024
Q1 		$5.93M Buy
11,283
+332
+3% +$166K 0.91% 17
2023
Q4 		$5.23M Sell
10,951
-24
-0.2% -$10.7K 0.89% 19
2023
Q3 		$4.71M Sell
10,975
-88
-0.8% -$39.4K 0.93% 21
2023
Q2 		$4.93M Buy
11,063
+3,119
+39% +$1.31M 1.01% 20
2023
Q1 		$3.27M Buy
7,944
+1,820
+30% +$730K 0.72% 24
2022
Q4 		$2.35M Buy
+6,124
New +$2.36M 0.58% 26
2022
Q2 		$1.05M Sell
2,775
-265
-9% -$109K 0.3% 38
2022
Q1 		$1.38M Sell
3,040
-500
-14% -$224K 0.37% 36
2021
Q4 		$1.69M Buy
+3,540
New +$1.63M 0.47% 35

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

Strategies Wealth Advisors's IVV Position: Q1 2026 in Review

Strategies Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q1 2026, buying an estimated $52.6K and bringing the position to 6,768 shares worth $4.42M. The position accounts for 0.44% of the portfolio, ranked #25.

Strategies Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.06M in Q4 2024. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Strategies Wealth Advisors held 6,768 shares of iShares Core S&P 500 ETF worth $4.42M as of Q1 2026.
  • Strategies Wealth Advisors bought 77 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $52.6K.
  • iShares Core S&P 500 ETF made up 0.44% of Strategies Wealth Advisors's portfolio in Q1 2026, its #25 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's iShares Core S&P 500 ETF position peaked at $6.06M in Q4 2024.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.