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

Able 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 		$45.5M Buy
60,774
+26,743
+79% +$19.5M 10.44% 1
2026
Q1 		$22.2M Buy
34,031
+21,097
+163% +$14.4M 5.94% 2
2025
Q4 		$8.86M Buy
12,934
+1,830
+16% +$1.24M 2.8% 11
2025
Q3 		$7.43M Sell
11,104
-279
-2% -$180K 2.79% 12
2025
Q2 		$7.07M Sell
11,383
-36
-0.3% -$20.7K 3.56% 6
2025
Q1 		$6.42M Buy
11,419
+59
+0.5% +$34.8K 3.79% 5
2024
Q4 		$6.69M Buy
11,360
+219
+2% +$130K 4.4% 3
2024
Q3 		$6.43M Buy
11,141
+141
+1% +$78.4K 4.87% 3
2024
Q2 		$6.02M Sell
11,000
-223
-2% -$117K 4.95% 3
2024
Q1 		$5.9M Buy
11,223
+65
+0.6% +$32.5K 5.15% 3
2023
Q4 		$5.33M Buy
+11,158
New +$4.99M 4.84% 3

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Able Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 79% in Q2 2026, buying an estimated $19.5M and bringing the position to 60,774 shares worth $45.5M. The position accounts for 10.44% of the portfolio, ranked #1.

Able Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,108 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Able Wealth Management held 60,774 shares of iShares Core S&P 500 ETF worth $45.5M as of Q2 2026.
  • Able Wealth Management bought 26,743 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.5M.
  • iShares Core S&P 500 ETF made up 10.44% of Able Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Able Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,108 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.