WQ
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Wealth Quarterback’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealth Quarterback’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 		$36.9M Sell
56,554
-26,474
-32% -$18.1M 14.54% 1
2025
Q4 		$56.9M Buy
83,028
+31,201
+60% +$21.2M 20.48% 1
2025
Q3 		$34.7M Buy
51,827
+1,517
+3% +$977K 13.41% 1
2025
Q2 		$31.2M Sell
50,310
-10,301
-17% -$5.91M 14.81% 1
2025
Q1 		$34.1M Sell
60,611
-20,520
-25% -$12.1M 19.16% 1
2024
Q4 		$47.8M Buy
81,131
+21,977
+37% +$13M 22.42% 1
2024
Q3 		$34.1M Sell
59,154
-3,076
-5% -$1.71M 17.75% 1
2024
Q2 		$34.1M Buy
62,230
+5,992
+11% +$3.15M 19.3% 1
2024
Q1 		$29.6M Sell
56,238
-318
-0.6% -$159K 16.52% 1
2023
Q4 		$27M Buy
56,556
+39,028
+223% +$17.5M 16.49% 1
2023
Q3 		$7.53M Sell
17,528
-15,431
-47% -$6.9M 6.51% 1
2023
Q2 		$14.7M Buy
32,959
+4,492
+16% +$1.89M 10.18% 1
2023
Q1 		$11.7M Buy
28,467
+10
+0% +$4.01K 9.93% 1
2022
Q4 		$10.9M Buy
28,457
+11,386
+67% +$4.39M 9.06% 1
2022
Q3 		$6.12M Sell
17,071
-283
-2% -$113K 6.51% 2
2022
Q2 		$6.58M Buy
+17,354
New +$7.14M 5.13% 3
2021
Q3 		$13.7M Buy
99,407
+60,649
+156% +$26.9M 9.09% 1
2021
Q2 		$16.7M Buy
+38,758
New +$16.2M 10.13% 1
2020
Q4 		$8.28M Sell
22,063
-3,371
-13% -$1.2M 6.89% 3
2020
Q3 		$7.88M Hold
25,434
– – 7.23% 1
2020
Q2 		$7.88M Sell
25,434
-9,514
-27% -$2.79M 7.23% 1
2020
Q1 		$8.95M Buy
34,948
+1,063
+3% +$326K 8.22% 1
2019
Q4 		$11M Buy
+33,885
New +$10.5M 9.52% 1

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 Quarterback's IVV Position: Q1 2026 in Review

Wealth Quarterback reduced its iShares Core S&P 500 ETF (IVV) stake by 32% in Q1 2026, selling an estimated $18.1M and leaving 56,554 shares worth $36.9M. The position accounts for 14.54% of the portfolio, ranked #1.

Wealth Quarterback first reported a position in IVV in Q4 2019 and has held it in 23 quarters since. The position peaked at $56.9M in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Wealth Quarterback held 56,554 shares of iShares Core S&P 500 ETF worth $36.9M as of Q1 2026.
  • Wealth Quarterback sold 26,474 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $18.1M.
  • iShares Core S&P 500 ETF made up 14.54% of Wealth Quarterback's portfolio in Q1 2026, its #1 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • Wealth Quarterback's iShares Core S&P 500 ETF position peaked at $56.9M 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 Quarterback's 13F filing for Q1 2026, filed 9 Apr 2026.