Topel & Distasi Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Topel & Distasi Wealth Management’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	–	Sell	-2,094	Closed	-$1.43M	–	59
2025 Q4	$1.43M	Sell	2,094 -1,485	-41%	-$1.01M	0.7%	33
2025 Q3	$2.4M	Sell	3,579 -1,312	-27%	-$845K	1.18%	26
2025 Q2	$3.04M	Hold	4,891	–	–	1.59%	21
2025 Q1	$2.75M	Sell	4,891 -409	-8%	-$242K	1.28%	23
2024 Q4	$3.12M	Sell	5,300 -330	-6%	-$195K	1.34%	22
2024 Q3	$3.25M	Hold	5,630	–	–	1.35%	24
2024 Q2	$3.08M	Hold	5,630	–	–	1.35%	25
2024 Q1	$2.96M	Hold	5,630	–	–	1.31%	25
2023 Q4	$2.69M	Hold	5,630	–	–	1.28%	28
2023 Q3	$2.42M	Hold	5,630	–	–	1.27%	28
2023 Q2	$2.51M	Hold	5,630	–	–	1.26%	28
2023 Q1	$2.31M	Buy	+5,630	New	+$2.26M	1.21%	28

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

Topel & Distasi Wealth Management's IVV Position: Q1 2026 in Review

Topel & Distasi Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 2,094 shares — an estimated $1.43M sold.

Topel & Distasi Wealth Management first reported a position in IVV in Q1 2023 and held it in 12 quarters. The position peaked at $3.25M in Q3 2024. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Topel & Distasi Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Topel & Distasi Wealth Management sold 2,094 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.43M.
Topel & Distasi Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2023 and held it in 12 quarters.
Topel & Distasi Wealth Management's iShares Core S&P 500 ETF position peaked at $3.25M in Q3 2024.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.