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

Westshore Wealth’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	$686K	Buy	1,050 +276	+36%	+$188K	0.24%	41
2025 Q4	$530K	Buy	774 +11	+1%	+$7.47K	0.18%	47
2025 Q3	$511K	Sell	763 -26	-3%	-$16.7K	0.17%	49
2025 Q2	$490K	Hold	789	–	–	0.19%	47
2025 Q1	$443K	Hold	789	–	–	0.19%	49
2024 Q4	$464K	Hold	789	–	–	0.19%	42
2024 Q3	$455K	Hold	789	–	–	0.19%	44
2024 Q2	$432K	Sell	789 -15	-2%	-$7.89K	0.18%	41
2024 Q1	$423K	Buy	804 +301	+60%	+$151K	0.18%	46
2023 Q4	$240K	Sell	503 -38	-7%	-$17K	0.11%	77
2023 Q3	$232K	Buy	541 +38	+8%	+$17K	0.13%	75
2023 Q2	$224K	Hold	503	–	–	0.11%	99
2023 Q1	$207K	Buy	+503	New	+$202K	0.11%	104
2021 Q3	–	Sell	-1,038	Closed	-$446K	–	106
2021 Q2	$446K	Hold	1,038	–	–	0.23%	75
2021 Q1	$413K	Buy	+1,038	New	+$402K	0.24%	76

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

Westshore Wealth's IVV Position: Q1 2026 in Review

Westshore Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q1 2026, buying an estimated $188K and bringing the position to 1,050 shares worth $686K. The position accounts for 0.24% of the portfolio, ranked #41.

Westshore Wealth first reported a position in IVV in Q1 2021 and has held it in 15 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Westshore Wealth held 1,050 shares of iShares Core S&P 500 ETF worth $686K as of Q1 2026.
Westshore Wealth bought 276 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $188K.
iShares Core S&P 500 ETF made up 0.24% of Westshore Wealth's portfolio in Q1 2026, its #41 holding.
Westshore Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 15 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.