WA
IVV icon

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

WBH Advisory’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 		$21.6M Sell
32,892
-124
-0.4% -$84.7K 1.62% 14
2025
Q4 		$22.6M Buy
33,016
+126
+0.4% +$85.6K 1.67% 12
2025
Q3 		$22M Buy
32,890
+372
+1% +$240K 1.68% 13
2025
Q2 		$20.2M Sell
32,518
-3,861
-11% -$2.22M 1.72% 13
2025
Q1 		$20.4M Buy
36,379
+2,028
+6% +$1.2M 1.91% 10
2024
Q4 		$20.2M Buy
34,351
+5,223
+18% +$3.09M 1.88% 12
2024
Q3 		$16.8M Buy
29,128
+1,537
+6% +$855K 1.59% 16
2024
Q2 		$15.1M Buy
27,591
+988
+4% +$520K 1.53% 17
2024
Q1 		$14M Buy
26,603
+1,717
+7% +$859K 1.44% 18
2023
Q4 		$11.9M Buy
24,886
+757
+3% +$339K 1.32% 19
2023
Q3 		$10.4M Buy
24,129
+1,547
+7% +$692K 1.27% 20
2023
Q2 		$10.1M Buy
22,582
+1,099
+5% +$463K 1.19% 21
2023
Q1 		$8.83M Buy
+21,483
New +$8.61M 1.1% 23
2022
Q3 		$8.27M Buy
23,053
+2,204
+11% +$880K 1.19% 25
2022
Q2 		$8.05M Buy
20,849
+1,426
+7% +$587K 1.07% 25
2022
Q1 		$8.35M Buy
19,423
+8,722
+82% +$3.9M 1.02% 29
2021
Q4 		$5.1M Buy
10,701
+844
+9% +$389K 0.58% 42
2021
Q3 		$4.25M Buy
9,857
+1,303
+15% +$577K 0.57% 42
2021
Q2 		$3.79M Buy
8,554
+92
+1% +$38.5K 0.56% 45
2021
Q1 		$3.37M Buy
8,462
+7,733
+1,061% +$2.99M 0.54% 44
2020
Q4 		$281K Sell
729
-6
-0.8% -$2.14K 0.05% 221
2020
Q3 		$247K Hold
735
– – 0.05% 221
2020
Q2 		$227K Sell
735
-146
-17% -$42.9K 0.05% 220
2020
Q1 		$227 Sell
881
-392
-31% -$120K 0.05% 207
2019
Q4 		$411K Sell
1,273
-463
-27% -$143K 0.08% 170
2019
Q3 		$518K Sell
1,736
-30
-2% -$8.92K 0.12% 149
2019
Q2 		$520K Hold
1,766
– – 0.12% 149
2019
Q1 		$502K Buy
1,766
+31
+2% +$8.48K 0.12% 150
2018
Q4 		$436 Buy
1,735
+805
+87% +$219K 0.11% 154
2018
Q3 		$272K Buy
930
+20
+2% +$5.74K 0.07% 211
2018
Q2 		$248K Buy
+910
New +$248K 0.06% 210

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

WBH Advisory's IVV Position: Q1 2026 in Review

WBH Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q1 2026, selling an estimated $84.7K and leaving 32,892 shares worth $21.6M. The position accounts for 1.62% of the portfolio, ranked #14.

WBH Advisory first reported a position in IVV in Q2 2018 and has held it in 31 quarters since. The position peaked at $22.6M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • WBH Advisory held 32,892 shares of iShares Core S&P 500 ETF worth $21.6M as of Q1 2026.
  • WBH Advisory sold 124 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $84.7K.
  • iShares Core S&P 500 ETF made up 1.62% of WBH Advisory's portfolio in Q1 2026, its #14 holding.
  • WBH Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 31 quarters since.
  • WBH Advisory's iShares Core S&P 500 ETF position peaked at $22.6M in Q4 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.