Wallace Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wallace Advisory Group’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	$1.36M	Sell	2,082 -49	-2%	-$33.5K	1.45%	13
2025 Q4	$1.46M	Sell	2,131 -459	-18%	-$312K	1.53%	13
2025 Q3	$1.61M	Sell	2,590 -2,331	-47%	-$1.5M	1.29%	15
2025 Q2	$2.77M	Sell	4,921 -223	-4%	-$128K	2.01%	6
2025 Q1	$3.03M	Buy	5,144 +285	+6%	+$168K	2.1%	7
2024 Q4	$2.8M	Sell	4,859 -468	-9%	-$277K	1.94%	8
2024 Q3	$2.92M	Sell	5,327 -73	-1%	-$40.6K	2.13%	6
2024 Q2	$2.96M	Sell	5,400 -1,463	-21%	-$769K	2.13%	7
2024 Q1	$3.28M	Sell	6,863 -701	-9%	-$351K	2.46%	6
2023 Q4	$3.25M	Sell	7,564 -612	-7%	-$274K	2.54%	7
2023 Q3	$3.64M	Buy	8,176 +145	+2%	+$64.9K	2.62%	5
2023 Q2	$3.3M	Hold	8,031	–	–	2.51%	6
2023 Q1	$3.3M	Buy	8,031 +161	+2%	+$64.5K	2.51%	6
2022 Q4	$3.02M	Buy	+7,870	New	+$3.04M	2.39%	6

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

Wallace Advisory Group's IVV Position: Q1 2026 in Review

Wallace Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q1 2026, selling an estimated $33.5K and leaving 2,082 shares worth $1.36M. The position accounts for 1.45% of the portfolio, ranked #13.

Wallace Advisory Group first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.64M in Q3 2023. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wallace Advisory Group held 2,082 shares of iShares Core S&P 500 ETF worth $1.36M as of Q1 2026.
Wallace Advisory Group sold 49 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $33.5K.
iShares Core S&P 500 ETF made up 1.45% of Wallace Advisory Group's portfolio in Q1 2026, its #13 holding.
Wallace Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's iShares Core S&P 500 ETF position peaked at $3.64M in Q3 2023.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.