4WM
IVV icon

4J Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

4J 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 		$25.7M Sell
34,280
-353
-1% -$257K 12.59% 1
2026
Q1 		$22.6M Sell
34,633
-3,664
-10% -$2.5M 12.86% 1
2025
Q4 		$26.2M Buy
38,297
+85
+0.2% +$57.7K 15.01% 1
2025
Q3 		$25.6M Buy
38,212
+681
+2% +$439K 15.03% 1
2025
Q2 		$23.3M Buy
37,531
+698
+2% +$401K 15.74% 1
2025
Q1 		$20.7M Buy
36,833
+2,930
+9% +$1.73M 16.32% 1
2024
Q4 		$20M Sell
33,903
-72
-0.2% -$42.6K 16.16% 1
2024
Q3 		$19.6M Buy
33,975
+593
+2% +$330K 15.18% 1
2024
Q2 		$18.3M Buy
33,382
+8,454
+34% +$4.45M 15.1% 1
2024
Q1 		$13.1M Buy
24,928
+14
+0.1% +$7K 11.31% 1
2023
Q4 		$11.9M Buy
24,914
+4,941
+25% +$2.21M 10.87% 1
2023
Q3 		$8.58M Buy
19,973
+2,970
+17% +$1.33M 8.54% 2
2023
Q2 		$7.58M Sell
17,003
-21
-0.1% -$8.85K 7.35% 2
2023
Q1 		$7M Sell
17,024
-42
-0.2% -$16.8K 7.51% 2
2022
Q4 		$6.56M Sell
17,066
-234
-1% -$90.3K 7.62% 2
2022
Q3 		$6.21M Buy
17,300
+529
+3% +$211K 7.94% 3
2022
Q2 		$6.36M Sell
16,771
-39,025
-70% -$16.1M 8% 3
2022
Q1 		$25.3M Buy
55,796
+4,802
+9% +$2.15M 22.15% 1
2021
Q4 		$24.3M Buy
50,994
+159
+0.3% +$73.3K 20.47% 1
2021
Q3 		$21.9M Buy
50,835
+724
+1% +$321K 19.04% 1
2021
Q2 		$21.5M Buy
50,111
+993
+2% +$416K 18.81% 1
2021
Q1 		$19.5M Sell
49,118
-2,185
-4% -$846K 18.18% 1
2020
Q4 		$19.3M Buy
+51,303
New +$18.3M 18.53% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

4J Wealth Management's IVV Position: Q2 2026 in Review

4J Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $257K and leaving 34,280 shares worth $25.7M. The position accounts for 12.59% of the portfolio, ranked #1.

4J Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $26.2M in Q4 2025. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 4J Wealth Management held 34,280 shares of iShares Core S&P 500 ETF worth $25.7M as of Q2 2026.
  • 4J Wealth Management sold 353 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $257K.
  • iShares Core S&P 500 ETF made up 12.59% of 4J Wealth Management's portfolio in Q2 2026, its #1 holding.
  • 4J Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's iShares Core S&P 500 ETF position peaked at $26.2M in Q4 2025.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.