WPG Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.78M Buy
13,439
+1,064
+9% +$727K 6.47% 2
2025
Q4
$8.48M Buy
12,375
+2,667
+27% +$1.81M 6.29% 2
2025
Q3
$6.5M Buy
9,708
+651
+7% +$419K 5.04% 2
2025
Q2
$5.62M Buy
9,057
+1,542
+21% +$885K 4.74% 3
2025
Q1
$4.22M Buy
7,515
+3,276
+77% +$1.93M 3.94% 5
2024
Q4
$2.5M Buy
+4,239
New +$2.51M 2.32% 6

Other funds holding IVV

WPG Advisers's IVV Position: Q1 2026 in Review

WPG Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 8.6% in Q1 2026, buying an estimated $727K and bringing the position to 13,439 shares worth $8.78M. The position accounts for 6.47% of the portfolio, ranked #2.

WPG Advisers first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • WPG Advisers held 13,439 shares of iShares Core S&P 500 ETF worth $8.78M as of Q1 2026.
  • WPG Advisers bought 1,064 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $727K.
  • iShares Core S&P 500 ETF made up 6.47% of WPG Advisers's portfolio in Q1 2026, its #2 holding.
  • WPG Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.