Vestia Personal Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Vestia Personal Wealth 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	$608K	Buy	932 +21	+2%	+$14.3K	0.29%	48
2025 Q4	$627K	Buy	911 +16	+2%	+$10.9K	0.32%	45
2025 Q3	$599K	Buy	895 +7	+0.8%	+$4.51K	0.35%	42
2025 Q2	$552K	Sell	888 -16	-2%	-$9.19K	0.38%	42
2025 Q1	$508K	Buy	904 +26	+3%	+$15.4K	0.4%	40
2024 Q4	$517K	Sell	878 -17	-2%	-$10.1K	0.43%	41
2024 Q3	$516K	Buy	895 +6	+0.7%	+$3.34K	0.49%	36
2024 Q2	$487K	Buy	+889	New	+$467K	0.52%	36

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

Vestia Personal Wealth Advisors's IVV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 932 shares worth $608K. The position accounts for 0.29% of the portfolio, ranked #48.

Vestia Personal Wealth Advisors first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. The position peaked at $627K in Q4 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Vestia Personal Wealth Advisors held 932 shares of iShares Core S&P 500 ETF worth $608K as of Q1 2026.
Vestia Personal Wealth Advisors bought 21 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.3K.
iShares Core S&P 500 ETF made up 0.29% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #48 holding.
Vestia Personal Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
Vestia Personal Wealth Advisors's iShares Core S&P 500 ETF position peaked at $627K in Q4 2025.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.