Wimmer Associates 1’s iShares Core S&P 500 ETF IVV Stock Holding History

Wimmer Associates 1’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	$784K	Hold	1,200	–	–	0.38%	58
2025 Q4	$822K	Sell	1,200 -11	-0.9%	-$7.47K	0.38%	59
2025 Q3	$811K	Hold	1,211	–	–	0.39%	57
2025 Q2	$752K	Hold	1,211	–	–	0.38%	57
2025 Q1	$715K	Sell	1,211 -84	-6%	-$49.6K	0.38%	57
2024 Q4	$762K	Buy	1,295 +45	+4%	+$26.6K	0.38%	58
2024 Q3	$721K	Hold	1,250	–	–	0.35%	63
2024 Q2	$684K	Hold	1,250	–	–	0.35%	62
2024 Q1	$657K	Sell	1,250 -25	-2%	-$12.5K	0.35%	67
2023 Q4	$609K	Hold	1,275	–	–	0.34%	69
2023 Q3	$548K	Hold	1,275	–	–	0.34%	68
2023 Q2	$568K	Hold	1,275	–	–	0.34%	73
2023 Q1	$529K	Hold	1,275	–	–	0.34%	72
2022 Q4	$490K	Hold	1,275	–	–	0.32%	76
2022 Q3	$494K	Sell	1,275 -10	-0.8%	-$3.99K	0.33%	76
2022 Q2	$487K	Hold	1,285	–	–	0.32%	72
2022 Q1	$583K	Hold	1,285	–	–	0.32%	70
2021 Q4	$613K	Hold	1,285	–	–	0.33%	69
2021 Q3	$554K	Hold	1,285	–	–	0.33%	74
2021 Q2	$552K	Hold	1,285	–	–	0.32%	72
2021 Q1	$511K	Hold	1,285	–	–	0.28%	72
2020 Q4	$482K	Buy	1,285 +68	+6%	+$24.2K	0.29%	71
2020 Q3	$409K	Buy	1,217 +65	+6%	+$21.6K	0.28%	74
2020 Q2	$388K	Buy	+1,152	New	+$338K	0.3%	73

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

Wimmer Associates 1's IVV Position: Q1 2026 in Review

Wimmer Associates 1 held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 1,200 shares worth $784K. The position accounts for 0.38% of the portfolio, ranked #58.

Wimmer Associates 1 first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. The position peaked at $822K in Q4 2025. 3,976 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Wimmer Associates 1 held 1,200 shares of iShares Core S&P 500 ETF worth $784K as of Q1 2026.
Wimmer Associates 1 left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.38% of Wimmer Associates 1's portfolio in Q1 2026, its #58 holding.
Wimmer Associates 1 first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
Wimmer Associates 1's iShares Core S&P 500 ETF position peaked at $822K in Q4 2025.
3,976 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.