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von Borstel & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

von Borstel & Associates’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 		$268K Sell
411
-357
-46% -$244K 0.06% 32
2025
Q4 		$526K Sell
768
-17,219
-96% -$11.7M 0.12% 24
2025
Q3 		$12.3M Buy
17,987
+17,222
+2,251% +$11.1M 1.89% 13
2025
Q2 		$485K Hold
765
– – 0.13% 23
2025
Q1 		$429K Hold
765
– – 0.13% 24
2024
Q4 		$450K Hold
765
– – 0.18% 24
2024
Q3 		$441K Buy
+765
New +$425K 0.25% 21

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

von Borstel & Associates's IVV Position: Q1 2026 in Review

von Borstel & Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 46% in Q1 2026, selling an estimated $244K and leaving 411 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #32.

von Borstel & Associates first reported a position in IVV in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.3M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • von Borstel & Associates held 411 shares of iShares Core S&P 500 ETF worth $268K as of Q1 2026.
  • von Borstel & Associates sold 357 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $244K.
  • iShares Core S&P 500 ETF made up 0.06% of von Borstel & Associates's portfolio in Q1 2026, its #32 holding.
  • von Borstel & Associates first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • von Borstel & Associates's iShares Core S&P 500 ETF position peaked at $12.3M in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.