VA
IVV icon

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

VestGen 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 		$40.6M Buy
54,701
+5,204
+11% +$3.55M 1.08% 15
2025
Q4 		$33.9M Sell
49,497
-1,853
-4% -$1.26M 1.44% 9
2025
Q3 		$34.4M Buy
51,350
+430
+0.8% +$277K 1.15% 12
2025
Q2 		$31.6M Sell
50,920
-1,183
-2% -$679K 1.26% 12
2025
Q1 		$29.3M Buy
+52,103
New +$30.8M 1.33% 12

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

VestGen Advisors's IVV Position: Q1 2026 in Review

VestGen Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $3.55M and bringing the position to 54,701 shares worth $40.6M. The position accounts for 1.08% of the portfolio, ranked #15.

VestGen Advisors first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • VestGen Advisors held 54,701 shares of iShares Core S&P 500 ETF worth $40.6M as of Q1 2026.
  • VestGen Advisors bought 5,204 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.55M.
  • iShares Core S&P 500 ETF made up 1.08% of VestGen Advisors's portfolio in Q1 2026, its #15 holding.
  • VestGen Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.