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

4Wealth Advisors’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	$282K	Hold	378	–	–	0.22%	118
2026 Q1	$240K	Buy	378 +1	+0.3%	+$683	0.21%	124
2025 Q4	$259K	Hold	377	–	–	0.22%	126
2025 Q3	$252K	Buy	377 +1	+0.3%	+$644	0.23%	122
2025 Q2	$234K	Hold	376	–	–	0.24%	119
2025 Q1	$211K	Hold	376	–	–	0.23%	118
2024 Q4	$221K	Buy	+376	New	+$223K	0.22%	135

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

4Wealth Advisors's IVV Position: Q2 2026 in Review

4Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 378 shares worth $282K. The position accounts for 0.22% of the portfolio, ranked #118.

4Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,873 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

4Wealth Advisors held 378 shares of iShares Core S&P 500 ETF worth $282K as of Q2 2026.
4Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.22% of 4Wealth Advisors's portfolio in Q2 2026, its #118 holding.
4Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,873 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.