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Wealth Advisors of Iowa’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealth Advisors of Iowa’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 		$5.18M Sell
7,931
-788
-9% -$538K 1.6% 13
2025
Q4 		$5.97M Sell
8,719
-6
-0.1% -$4.07K 1.96% 12
2025
Q3 		$5.84M Sell
8,725
-18
-0.2% -$11.6K 1.99% 12
2025
Q2 		$5.43M Sell
8,743
-18
-0.2% -$10.3K 2.03% 11
2025
Q1 		$4.92M Sell
8,761
-3,411
-28% -$2.01M 2.12% 9
2024
Q4 		$7.17M Sell
12,172
-27
-0.2% -$16K 3.61% 9
2024
Q3 		$7.04M Buy
+12,199
New +$6.78M 3.58% 8
2024
Q2 		– Sell
-12,204
Closed -$6.42M – 58
2024
Q1 		$6.42M Sell
12,204
-2,237
-15% -$1.12M 3.9% 8
2023
Q4 		$6.9M Sell
14,441
-88
-0.6% -$39.4K 4.63% 7
2023
Q3 		$6.24M Sell
14,529
-352
-2% -$157K 4.39% 7
2023
Q2 		$6.63M Sell
14,881
-26
-0.2% -$11K 4.8% 5
2023
Q1 		$6.13M Sell
14,907
-1,440
-9% -$577K 4.79% 5
2022
Q4 		$6.28M Sell
16,347
-11,832
-42% -$4.57M 5.13% 5
2022
Q3 		$10.1M Sell
28,179
-276,033
-91% -$110M 9.44% 3
2022
Q2 		$124M Buy
304,212
+189,950
+166% +$78.1M 21.77% 2
2022
Q1 		$51.8M Buy
114,262
+5,212
+5% +$2.33M 25.96% 1
2021
Q4 		$52M Sell
109,050
-7,515
-6% -$3.46M 28.45% 1
2021
Q3 		$50.2M Buy
116,565
+73,179
+169% +$32.4M 27.31% 1
2021
Q2 		$18.7M Sell
43,386
-559
-1% -$234K 9.73% 4
2021
Q1 		$17.5M Sell
43,945
-21,558
-33% -$8.35M 9.74% 4
2020
Q4 		$24.6M Buy
65,503
+22,845
+54% +$8.13M 15.23% 3
2020
Q3 		$14.3M Buy
42,658
+24,678
+137% +$8.21M 9.84% 3
2020
Q2 		$5.57M Buy
17,980
+5,070
+39% +$1.49M 4.2% 6
2020
Q1 		$0 Buy
+12,910
New +$3.96M ﹤0.01% 27

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

Wealth Advisors of Iowa's IVV Position: Q1 2026 in Review

Wealth Advisors of Iowa reduced its iShares Core S&P 500 ETF (IVV) stake by 9% in Q1 2026, selling an estimated $538K and leaving 7,931 shares worth $5.18M. The position accounts for 1.6% of the portfolio, ranked #13.

Wealth Advisors of Iowa first reported a position in IVV in Q1 2020 and has held it in 24 quarters since. The position peaked at $124M in Q2 2022. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Wealth Advisors of Iowa held 7,931 shares of iShares Core S&P 500 ETF worth $5.18M as of Q1 2026.
  • Wealth Advisors of Iowa sold 788 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $538K.
  • iShares Core S&P 500 ETF made up 1.6% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #13 holding.
  • Wealth Advisors of Iowa first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 24 quarters since.
  • Wealth Advisors of Iowa's iShares Core S&P 500 ETF position peaked at $124M in Q2 2022.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.