2WWM
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21 West Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

21 West Wealth 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
Q2 		$2.37M Sell
3,168
-68
-2% -$49.5K 2.03% 19
2026
Q1 		$2.11M Sell
3,236
-29
-0.9% -$19.8K 1.96% 19
2025
Q4 		$2.24M Sell
3,265
-29
-0.9% -$19.7K 2.04% 19
2025
Q3 		$2.2M Hold
3,294
– – 2.09% 19
2025
Q2 		$2.05M Buy
+3,294
New +$1.89M 2.06% 18

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

21 West Wealth Management's IVV Position: Q2 2026 in Review

21 West Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, selling an estimated $49.5K and leaving 3,168 shares worth $2.37M. The position accounts for 2.03% of the portfolio, ranked #19.

21 West Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 915 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 21 West Wealth Management held 3,168 shares of iShares Core S&P 500 ETF worth $2.37M as of Q2 2026.
  • 21 West Wealth Management sold 68 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $49.5K.
  • iShares Core S&P 500 ETF made up 2.03% of 21 West Wealth Management's portfolio in Q2 2026, its #19 holding.
  • 21 West Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 915 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 21 West Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.