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

Wealth Preservation Advisors’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 		– Sell
-135
Closed -$92.5K – 1110
2025
Q4 		$92.5K Hold
135
– – 0.05% 143
2025
Q3 		$90.4K Hold
135
– – 0.05% 138
2025
Q2 		$83.8K Hold
135
– – 0.05% 146
2025
Q1 		$75.9K Buy
+135
New +$79.7K 0.05% 146

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 Preservation Advisors's IVV Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 135 shares — an estimated $92.5K sold.

Wealth Preservation Advisors first reported a position in IVV in Q1 2025 and held it in 4 quarters. The position peaked at $92.5K in Q4 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 135 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $92.5K.
  • Wealth Preservation Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's iShares Core S&P 500 ETF position peaked at $92.5K in Q4 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.