WFMPM
IVV icon

Woodley Farra Manion Portfolio Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Woodley Farra Manion Portfolio Management’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 		$3.83M Buy
5,860
+236
+4% +$161K 0.19% 56
2025
Q4 		$3.85M Sell
5,624
-53
-0.9% -$36K 0.18% 55
2025
Q3 		$3.8M Sell
5,677
-88
-2% -$56.7K 0.18% 58
2025
Q2 		$3.58M Sell
5,765
-232
-4% -$133K 0.17% 54
2025
Q1 		$3.37M Buy
5,997
+99
+2% +$58.5K 0.17% 54
2024
Q4 		$3.47M Buy
5,898
+371
+7% +$220K 0.17% 53
2024
Q3 		$3.19M Sell
5,527
-330
-6% -$183K 0.16% 54
2024
Q2 		$3.21M Sell
5,857
-236
-4% -$124K 0.17% 53
2024
Q1 		$3.2M Sell
6,093
-182
-3% -$91.1K 0.18% 55
2023
Q4 		$3M Sell
6,275
-356
-5% -$159K 0.18% 56
2023
Q3 		$2.86M Sell
6,631
-230
-3% -$103K 0.19% 52
2023
Q2 		$3.06M Sell
6,861
-373
-5% -$157K 0.2% 55
2023
Q1 		$2.97M Buy
7,234
+167
+2% +$67K 0.2% 58
2022
Q4 		$2.72M Sell
7,067
-1,188
-14% -$458K 0.2% 56
2022
Q3 		$2.96M Buy
8,255
+584
+8% +$233K 0.24% 52
2022
Q2 		$2.91M Sell
7,671
-92
-1% -$37.8K 0.24% 53
2022
Q1 		$3.52M Sell
7,763
-255
-3% -$114K 0.26% 52
2021
Q4 		$3.83M Buy
8,018
+411
+5% +$189K 0.27% 51
2021
Q3 		$3.28M Sell
7,607
-24
-0.3% -$10.6K 0.27% 52
2021
Q2 		$3.28M Sell
7,631
-8
-0.1% -$3.35K 0.25% 53
2021
Q1 		$3.04M Sell
7,639
-184
-2% -$71.2K 0.25% 52
2020
Q4 		$2.94M Sell
7,823
-1
-0% -$356 0.26% 51
2020
Q3 		$2.63M Sell
7,824
-141
-2% -$46.9K 0.27% 49
2020
Q2 		$2.47M Sell
7,965
-3,854
-33% -$1.13M 0.26% 47
2020
Q1 		$3.05M Sell
11,819
-4,526
-28% -$1.39M 0.37% 44
2019
Q4 		$5.28M Buy
+16,345
New +$5.06M 0.49% 34
2013
Q4 		– Sell
-3,123
Closed -$527K – 85
2013
Q3 		$527K Buy
3,123
+1,037
+50% +$175K 0.11% 56
2013
Q2 		$336K Buy
+2,086
New +$338K 0.07% 62

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IVV Position: Q1 2026 in Review

Woodley Farra Manion Portfolio Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.2% in Q1 2026, buying an estimated $161K and bringing the position to 5,860 shares worth $3.83M. The position accounts for 0.19% of the portfolio, ranked #56.

Woodley Farra Manion Portfolio Management first reported a position in IVV in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.28M in Q4 2019. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Woodley Farra Manion Portfolio Management held 5,860 shares of iShares Core S&P 500 ETF worth $3.83M as of Q1 2026.
  • Woodley Farra Manion Portfolio Management bought 236 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $161K.
  • iShares Core S&P 500 ETF made up 0.19% of Woodley Farra Manion Portfolio Management's portfolio in Q1 2026, its #56 holding.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 28 quarters since.
  • Woodley Farra Manion Portfolio Management's iShares Core S&P 500 ETF position peaked at $5.28M in Q4 2019.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q1 2026, filed 8 May 2026.