5W
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5T Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

5T Wealth’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 		$11M Buy
14,723
+3,392
+30% +$2.47M 4.11% 3
2026
Q1 		$7.4M Buy
11,331
+571
+5% +$390K 2.92% 5
2025
Q4 		$7.37M Sell
10,760
-108
-1% -$73.3K 2.94% 5
2025
Q3 		$7.27M Buy
10,868
+519
+5% +$334K 3.17% 5
2025
Q2 		$6.43M Sell
10,349
-4,078
-28% -$2.34M 3.05% 6
2025
Q1 		$8.11M Sell
14,427
-2,621
-15% -$1.55M 4.34% 4
2024
Q4 		$10M Buy
+17,048
New +$10.1M 5.49% 4

Other funds holding IVV

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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

5T Wealth's IVV Position: Q2 2026 in Review

5T Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, buying an estimated $2.47M and bringing the position to 14,723 shares worth $11M. The position accounts for 4.11% of the portfolio, ranked #3.

5T Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,685 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • 5T Wealth held 14,723 shares of iShares Core S&P 500 ETF worth $11M as of Q2 2026.
  • 5T Wealth bought 3,392 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.47M.
  • iShares Core S&P 500 ETF made up 4.11% of 5T Wealth's portfolio in Q2 2026, its #3 holding.
  • 5T Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,685 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.