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Wealthspire Advisors (New York)’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthspire Advisors (New York)’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 		$1.74B Buy
2,669,963
+6,171
+0.2% +$4.21M 13.7% 1
2025
Q4 		$1.82B Sell
2,663,792
-2,593,980
-49% -$1.76B 14.52% 1
2025
Q3 		$3.52B Buy
5,257,772
+51,400
+1% +$33.1M 18.4% 1
2025
Q2 		$3.23B Buy
5,206,372
+22,440
+0.4% +$12.9M 18.17% 1
2025
Q1 		$2.91B Buy
5,183,932
+2,627,461
+103% +$1.55B 17.4% 1
2024
Q4 		$1.5B Buy
2,556,471
+124,008
+5% +$73.4M 14.96% 1
2024
Q3 		$1.4B Buy
2,432,463
+126,350
+5% +$70.3M 14.27% 1
2024
Q2 		$1.26B Buy
2,306,113
+107,993
+5% +$56.8M 16.16% 1
2024
Q1 		$1.16B Buy
2,198,120
+71,132
+3% +$35.6M 15.41% 1
2023
Q4 		$1.02B Buy
2,126,988
+134,072
+7% +$60M 14.43% 1
2023
Q3 		$856M Buy
1,992,916
+60,754
+3% +$27.2M 14.13% 1
2023
Q2 		$861M Buy
1,932,162
+97,835
+5% +$41.2M 14.08% 1
2023
Q1 		$754M Buy
1,834,327
+112,278
+7% +$45M 12.94% 1
2022
Q4 		$662M Buy
1,722,049
+107,443
+7% +$41.5M 12.04% 1
2022
Q3 		$579M Buy
1,614,606
+140,601
+10% +$56.1M 12.1% 1
2022
Q2 		$559M Buy
1,474,005
+70,781
+5% +$29.1M 11.68% 1
2022
Q1 		$637M Buy
1,403,224
+181,757
+15% +$81.3M 14.32% 1
2021
Q4 		$583M Buy
1,221,467
+103,749
+9% +$47.8M 12.89% 1
2021
Q3 		$482M Buy
1,117,718
+51,715
+5% +$22.9M 9.99% 1
2021
Q2 		$458M Buy
1,066,003
+25,672
+2% +$10.8M 12.05% 1
2021
Q1 		$414M Buy
1,040,331
+118,657
+13% +$45.9M 9.82% 1
2020
Q4 		$346M Buy
921,674
+471,484
+105% +$168M 10.3% 2
2020
Q3 		$151M Buy
450,190
+22,564
+5% +$7.51M 8.99% 2
2020
Q2 		$132M Sell
427,626
-343,189
-45% -$101M 9.22% 3
2020
Q1 		$199M Buy
770,815
+379,666
+97% +$116M 8.35% 2
2019
Q4 		$126M Buy
391,149
+25,855
+7% +$8M 9.21% 4
2019
Q3 		$109M Sell
365,294
-16,935
-4% -$5.03M 8.93% 4
2019
Q2 		$113M Sell
382,229
-10,698
-3% -$3.1M 9.81% 4
2019
Q1 		$112M Sell
392,927
-8,982
-2% -$2.46M 10.37% 4
2018
Q4 		$101M Buy
+401,909
New +$109M 9.75% 4

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

Wealthspire Advisors (New York)'s IVV Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Core S&P 500 ETF (IVV) stake by 0.23% in Q1 2026, buying an estimated $4.21M and bringing the position to 2,669,963 shares worth $1.74B. The position accounts for 13.7% of the portfolio, ranked #1.

Wealthspire Advisors (New York) first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.52B in Q3 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,669,963 shares of iShares Core S&P 500 ETF worth $1.74B as of Q1 2026.
  • Wealthspire Advisors (New York) bought 6,171 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.21M.
  • iShares Core S&P 500 ETF made up 13.7% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #1 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Wealthspire Advisors (New York)'s iShares Core S&P 500 ETF position peaked at $3.52B in Q3 2025.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.