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

UP Strategic Wealth Investment 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	$687K	Sell	935 -30	-3%	-$20.5K	0.43%	35
2025 Q4	$669K	Hold	965	–	–	0.49%	31
2025 Q3	$645K	Hold	965	–	–	0.48%	33
2025 Q2	$599K	Buy	965 +24	+3%	+$13.8K	0.47%	34
2025 Q1	$529K	Hold	941	–	–	0.47%	40
2024 Q4	$554K	Hold	941	–	–	0.55%	33
2024 Q3	$543K	Hold	941	–	–	0.61%	32
2024 Q2	$515K	Sell	941 -53	-5%	-$27.9K	0.78%	27
2024 Q1	$523K	Buy	994 +48	+5%	+$24K	0.86%	26
2023 Q4	$452K	Buy	+946	New	+$423K	0.82%	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

UP Strategic Wealth Investment Advisors's IVV Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q1 2026, selling an estimated $20.5K and leaving 935 shares worth $687K. The position accounts for 0.43% of the portfolio, ranked #35.

UP Strategic Wealth Investment Advisors first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

UP Strategic Wealth Investment Advisors held 935 shares of iShares Core S&P 500 ETF worth $687K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 30 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $20.5K.
iShares Core S&P 500 ETF made up 0.43% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #35 holding.
UP Strategic Wealth Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.