49 Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

49 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	$41M	Buy	54,793 +46,774	+583%	+$34.1M	7.83%	1
2026 Q1	$5.24M	Sell	8,019 -194	-2%	-$132K	0.39%	26
2025 Q4	$5.63M	Buy	8,213 +540	+7%	+$367K	0.46%	24
2025 Q3	$5.14M	Buy	7,673 +33	+0.4%	+$21.3K	0.48%	25
2025 Q2	$4.74M	Sell	7,640 -348	-4%	-$200K	0.51%	27
2025 Q1	$4.49M	Buy	7,988 +57	+0.7%	+$33.7K	0.54%	30
2024 Q4	$4.67M	Sell	7,931 -276	-3%	-$163K	0.67%	27
2024 Q3	$4.73M	Sell	8,207 -93	-1%	-$51.7K	0.77%	23
2024 Q2	$4.55M	Sell	8,300 -67	-0.8%	-$35.2K	0.9%	33
2024 Q1	$4.39M	Sell	8,367 -587	-7%	-$294K	0.94%	22
2023 Q4	$4.28M	Buy	+8,954	New	+$4.01M	1.1%	23

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

49 Wealth Management's IVV Position: Q2 2026 in Review

49 Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 583% in Q2 2026, buying an estimated $34.1M and bringing the position to 54,793 shares worth $41M. The position accounts for 7.83% of the portfolio, ranked #1.

49 Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

49 Wealth Management held 54,793 shares of iShares Core S&P 500 ETF worth $41M as of Q2 2026.
49 Wealth Management bought 46,774 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.1M.
iShares Core S&P 500 ETF made up 7.83% of 49 Wealth Management's portfolio in Q2 2026, its #1 holding.
49 Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.