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

Wealth Advisory Solutions’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	$1.68M	Sell	2,576 -64	-2%	-$43.7K	0.37%	59
2025 Q4	$1.81M	Buy	2,640 +76	+3%	+$51.6K	0.42%	51
2025 Q3	$1.72M	Buy	2,564 +50	+2%	+$32.2K	0.42%	52
2025 Q2	$1.56M	Sell	2,514 -123	-5%	-$70.6K	0.4%	57
2025 Q1	$1.48M	Buy	2,637 +250	+10%	+$148K	0.39%	58
2024 Q4	$1.41M	Buy	2,387 +224	+10%	+$133K	0.39%	57
2024 Q3	$1.25M	Buy	2,163 +14	+0.7%	+$7.78K	0.34%	59
2024 Q2	$1.18M	Buy	2,149 +8	+0.4%	+$4.21K	0.32%	62
2024 Q1	$1.13M	Buy	+2,141	New	+$1.07M	0.29%	62
2023 Q4	–	Sell	-2,549	Closed	-$1.09M	–	95
2023 Q3	$1.09M	Buy	+2,549	New	+$1.14M	0.21%	69
2023 Q2	–	Sell	-2,512	Closed	-$1.03M	–	111
2023 Q1	$1.03M	Sell	2,512 -412	-14%	-$165K	0.27%	68
2022 Q4	$1.12M	Sell	2,924 -12	-0.4%	-$4.63K	0.3%	71
2022 Q3	$1.05M	Buy	2,936 +27	+0.9%	+$10.8K	0.29%	74
2022 Q2	$1.1M	Sell	2,909 -35	-1%	-$14.4K	0.27%	78
2022 Q1	$1.34M	Buy	+2,944	New	+$1.32M	0.28%	78
2021 Q3	$334K	Sell	776 -169	-18%	-$74.9K	0.07%	124
2021 Q2	$406K	Buy	+945	New	+$396K	0.1%	112
2021 Q1	–	Sell	-1,066	Closed	-$400K	–	169
2020 Q4	$400K	Buy	1,066 +79	+8%	+$28.1K	0.11%	106
2020 Q3	$331K	Buy	987 +103	+12%	+$34.3K	0.09%	134
2020 Q2	$273K	Buy	+884	New	+$260K	0.08%	150
2020 Q1	–	Sell	-658	Closed	-$212K	–	179
2019 Q4	$212K	Buy	+658	New	+$204K	0.06%	173

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

Wealth Advisory Solutions's IVV Position: Q1 2026 in Review

Wealth Advisory Solutions reduced its iShares Core S&P 500 ETF (IVV) stake by 2.4% in Q1 2026, selling an estimated $43.7K and leaving 2,576 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #59.

Wealth Advisory Solutions first reported a position in IVV in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.81M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wealth Advisory Solutions held 2,576 shares of iShares Core S&P 500 ETF worth $1.68M as of Q1 2026.
Wealth Advisory Solutions sold 64 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $43.7K.
iShares Core S&P 500 ETF made up 0.37% of Wealth Advisory Solutions's portfolio in Q1 2026, its #59 holding.
Wealth Advisory Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
Wealth Advisory Solutions's iShares Core S&P 500 ETF position peaked at $1.81M in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wealth Advisory Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.