Wills Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wills Financial Group’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	$1.67M	Buy	2,243 +5	+0.2%	+$3.41K	0.63%	42
2025 Q4	$1.53M	Buy	2,238 +25	+1%	+$17K	0.59%	39
2025 Q3	$1.48M	Buy	2,213 +119	+6%	+$76.6K	0.61%	35
2025 Q2	$1.3M	Buy	2,094 +1,374	+191%	+$789K	0.56%	36
2025 Q1	$405K	Buy	720 +95	+15%	+$56.1K	0.18%	50
2024 Q4	$368K	Buy	625 +20	+3%	+$11.8K	0.16%	53
2024 Q3	$349K	Hold	605	–	–	0.15%	54
2024 Q2	$331K	Hold	605	–	–	0.15%	52
2024 Q1	$318K	Hold	605	–	–	0.15%	52
2023 Q4	$289K	Buy	+605	New	+$271K	0.15%	51

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

Wills Financial Group's IVV Position: Q1 2026 in Review

Wills Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q1 2026, buying an estimated $3.41K and bringing the position to 2,243 shares worth $1.67M. The position accounts for 0.63% of the portfolio, ranked #42.

Wills Financial Group first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wills Financial Group held 2,243 shares of iShares Core S&P 500 ETF worth $1.67M as of Q1 2026.
Wills Financial Group bought 5 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $3.41K.
iShares Core S&P 500 ETF made up 0.63% of Wills Financial Group's portfolio in Q1 2026, its #42 holding.
Wills Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.