SwitchPoint Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

SwitchPoint Financial Planning’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	$1.17M	Hold	1,785	–	–	0.79%	28
2025 Q4	$1.22M	Hold	1,785	–	–	0.86%	28
2025 Q3	$1.19M	Hold	1,785	–	–	0.87%	29
2025 Q2	$1.11M	Buy	1,785 +1,185	+198%	+$680K	0.91%	27
2025 Q1	$337K	Hold	600	–	–	0.32%	37
2024 Q4	$353K	Buy	+600	New	+$355K	0.34%	35

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

SwitchPoint Financial Planning's IVV Position: Q1 2026 in Review

SwitchPoint Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,785 shares worth $1.17M. The position accounts for 0.79% of the portfolio, ranked #28.

SwitchPoint Financial Planning first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

SwitchPoint Financial Planning held 1,785 shares of iShares Core S&P 500 ETF worth $1.17M as of Q1 2026.
SwitchPoint Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.79% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #28 holding.
SwitchPoint Financial Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
SwitchPoint Financial Planning's iShares Core S&P 500 ETF position peaked at $1.22M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.