Wells Fargo’s iShares Core S&P 500 ETF IVV Stock Holding History

Wells Fargo’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	$5.68M	Buy	8,700 +200	+2%	+$137K	﹤0.01%	2487
2025 Q4	$5.82M	Buy	+8,500	New	+$5.77M	﹤0.01%	2530
2024 Q3	–	Sell	-1,700	Closed	-$930K	–	6985
2024 Q2	$930K	Hold	1,700	–	–	﹤0.01%	3544
2024 Q1	$894K	Hold	1,700	–	–	﹤0.01%	3534
2023 Q4	$812K	Sell	1,700 -2,300	-58%	-$1.03M	﹤0.01%	3569
2023 Q3	$1.72M	Sell	4,000 -4,800	-55%	-$2.15M	﹤0.01%	2920
2023 Q2	$3.92M	Buy	+8,800	New	+$3.71M	﹤0.01%	2341
2020 Q3	–	Sell	-200	Closed	-$1K	–	6604
2020 Q2	$1K	Sell	200 -1,800	-90%	-$529K	﹤0.01%	6175
2020 Q1	$55K	Sell	2,000 -700	-26%	-$214K	﹤0.01%	5302
2019 Q4	$8K	Buy	2,700 +2,200	+440%	+$681K	﹤0.01%	5945
2019 Q3	$2K	Buy	+500	New	+$149K	﹤0.01%	6196
2019 Q2	–	Sell	-200	Closed	-$1K	–	6497
2019 Q1	$1K	Buy	+200	New	+$54.7K	﹤0.01%	5940
2013 Q3	–	Sell	-6,200	Closed	-$4K	–	5742
2013 Q2	$4K	Buy	+6,200	New	+$1M	﹤0.01%	5254

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo's IVV Position: Q1 2026 in Review

Wells Fargo increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q1 2026, buying an estimated $496M and bringing the position to 19,577,152 shares worth $12.8B. The position accounts for 2.41% of the portfolio, ranked #2.

Wells Fargo first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.9B in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wells Fargo held 19,577,152 shares of iShares Core S&P 500 ETF worth $12.8B as of Q1 2026.
Wells Fargo bought 726,090 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $496M.
iShares Core S&P 500 ETF made up 2.41% of Wells Fargo's portfolio in Q1 2026, its #2 holding.
Wells Fargo first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's iShares Core S&P 500 ETF position peaked at $12.9B in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.