Tobias Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Tobias Financial 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	$1.97M	Sell	3,009 -321	-10%	-$219K	0.27%	47
2025 Q4	$2.28M	Sell	3,330 -233	-7%	-$158K	0.32%	46
2025 Q3	$2.38M	Sell	3,563 -896	-20%	-$577K	0.36%	47
2025 Q2	$2.77M	Buy	4,459 +3,472	+352%	+$1.99M	0.47%	42
2025 Q1	$555K	Buy	987 +30	+3%	+$17.7K	0.11%	68
2024 Q4	$563K	Buy	957 +123	+15%	+$72.8K	0.11%	69
2024 Q3	$481K	Hold	834	–	–	0.1%	69
2024 Q2	$456K	Hold	834	–	–	0.1%	68
2024 Q1	$438K	Hold	834	–	–	0.1%	68
2023 Q4	$398K	Hold	834	–	–	0.1%	68
2023 Q3	$358K	Buy	+834	New	+$373K	0.09%	68
2022 Q1	–	Sell	-3,792	Closed	-$1.81M	–	100
2021 Q4	$1.81M	Buy	+3,792	New	+$1.75M	0.14%	58

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

Tobias Financial Advisors's IVV Position: Q1 2026 in Review

Tobias Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 9.6% in Q1 2026, selling an estimated $219K and leaving 3,009 shares worth $1.97M. The position accounts for 0.27% of the portfolio, ranked #47.

Tobias Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.77M in Q2 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Tobias Financial Advisors held 3,009 shares of iShares Core S&P 500 ETF worth $1.97M as of Q1 2026.
Tobias Financial Advisors sold 321 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $219K.
iShares Core S&P 500 ETF made up 0.27% of Tobias Financial Advisors's portfolio in Q1 2026, its #47 holding.
Tobias Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
Tobias Financial Advisors's iShares Core S&P 500 ETF position peaked at $2.77M in Q2 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.