Widmann Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Widmann Financial Services’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	$226K	Buy	346 +33	+11%	+$22.5K	0.13%	112
2025 Q4	$214K	Buy	+313	New	+$213K	0.13%	110
2024 Q3	–	Sell	-304	Closed	-$166K	–	119
2024 Q2	$166K	Buy	+304	New	+$160K	0.14%	106
2022 Q4	–	Sell	-680	Closed	-$244K	–	85
2022 Q3	$244K	Buy	+680	New	+$272K	0.27%	70
2022 Q1	–	Sell	-32	Closed	-$15K	–	263
2021 Q4	$15K	Buy	+32	New	+$14.7K	0.01%	267

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

Widmann Financial Services's IVV Position: Q1 2026 in Review

Widmann Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 11% in Q1 2026, buying an estimated $22.5K and bringing the position to 346 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #112.

Widmann Financial Services first reported a position in IVV in Q4 2021 and has held it in 5 quarters since. The position peaked at $244K in Q3 2022. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Widmann Financial Services held 346 shares of iShares Core S&P 500 ETF worth $226K as of Q1 2026.
Widmann Financial Services bought 33 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $22.5K.
iShares Core S&P 500 ETF made up 0.13% of Widmann Financial Services's portfolio in Q1 2026, its #112 holding.
Widmann Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 5 quarters since.
Widmann Financial Services's iShares Core S&P 500 ETF position peaked at $244K in Q3 2022.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.