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

Wealthstar 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	$229K	Hold	351	–	–	0.11%	105
2025 Q4	$240K	Sell	351 -704	-67%	-$478K	0.11%	117
2025 Q3	$706K	Buy	1,055 +6	+0.6%	+$3.86K	0.28%	68
2025 Q2	$652K	Hold	1,049	–	–	0.25%	81
2025 Q1	$590K	Sell	1,049 -463	-31%	-$273K	0.27%	82
2024 Q4	$890K	Buy	+1,512	New	+$895K	0.39%	50
2024 Q2	–	Sell	-1,117	Closed	-$587K	–	84
2024 Q1	$587K	Sell	1,117 -785	-41%	-$393K	0.2%	65
2023 Q4	$908K	Buy	1,902 +292	+18%	+$131K	0.15%	46
2023 Q3	$691K	Buy	1,610 +406	+34%	+$182K	0.27%	40
2023 Q2	$537K	Sell	1,204 -272	-18%	-$115K	0.23%	39
2023 Q1	$607K	Sell	1,476 -65	-4%	-$26.1K	0.23%	40
2022 Q4	$592K	Hold	1,541	–	–	0.27%	40
2022 Q3	$552K	Sell	1,541 -10,456	-87%	-$4.18M	0.26%	41
2022 Q2	$4.55M	Buy	11,997 +10,465	+683%	+$4.3M	1.75%	10
2022 Q1	$692K	Sell	1,532 -18,088	-92%	-$8.09M	0.26%	51
2021 Q4	$9.35M	Buy	19,620 +18,130	+1,217%	+$8.36M	3.21%	6
2021 Q3	$641K	Sell	1,490 -8	-0.5%	-$3.54K	0.19%	46
2021 Q2	$643K	Buy	+1,498	New	+$628K	0.2%	51
2020 Q1	$417K	Hold	1,607	–	–	0.29%	30
2019 Q4	$521K	Sell	1,607 -2	-0.1%	-$619	0.32%	29
2019 Q3	$481K	Buy	1,609 +315	+24%	+$93.6K	0.27%	28
2019 Q2	$380K	Buy	+1,294	New	+$375K	0.22%	34
2018 Q2	–	Sell	-842	Closed	-$223K	–	62
2018 Q1	$223K	Buy	+842	New	+$232K	0.07%	44

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

Wealthstar Advisors's IVV Position: Q1 2026 in Review

Wealthstar Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 351 shares worth $229K. The position accounts for 0.11% of the portfolio, ranked #105.

Wealthstar Advisors first reported a position in IVV in Q1 2018 and has held it in 23 quarters since. The position peaked at $9.35M in Q4 2021. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wealthstar Advisors held 351 shares of iShares Core S&P 500 ETF worth $229K as of Q1 2026.
Wealthstar Advisors left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.11% of Wealthstar Advisors's portfolio in Q1 2026, its #105 holding.
Wealthstar Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 23 quarters since.
Wealthstar Advisors's iShares Core S&P 500 ETF position peaked at $9.35M in Q4 2021.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wealthstar Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.