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

Angeles 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	$2.63M	Sell	3,510 -136	-4%	-$99K	0.12%	75
2026 Q1	$2.38M	Sell	3,646 -102	-3%	-$69.7K	0.13%	67
2025 Q4	$2.57M	Sell	3,748 -607	-14%	-$412K	0.14%	62
2025 Q3	$2.91M	Buy	4,355 +956	+28%	+$616K	0.18%	50
2025 Q2	$2.11M	Sell	3,399 -435	-11%	-$250K	0.14%	55
2025 Q1	$2.15M	Buy	3,834 +1	+0%	+$591	0.18%	52
2024 Q4	$2.26M	Sell	3,833 -20	-0.5%	-$11.8K	0.19%	48
2024 Q3	$2.22M	Sell	3,853 -71	-2%	-$39.5K	0.19%	49
2024 Q2	$2.15M	Sell	3,924 -860	-18%	-$452K	0.2%	46
2024 Q1	$2.52M	Sell	4,784 -315	-6%	-$158K	0.25%	38
2023 Q4	$2.44M	Sell	5,099 -97	-2%	-$43.4K	0.3%	33
2023 Q3	$2.23M	Buy	5,196 +665	+15%	+$297K	0.32%	33
2023 Q2	$2.02M	Sell	4,531 -62	-1%	-$26.1K	0.28%	39
2023 Q1	$1.89M	Buy	4,593 +511	+13%	+$205K	0.28%	40
2022 Q4	$1.57M	Buy	4,082 +149	+4%	+$57.5K	0.27%	46
2022 Q3	$1.41M	Hold	3,933	–	–	0.28%	45
2022 Q2	$1.49M	Buy	3,933 +883	+29%	+$363K	0.3%	43
2022 Q1	$1.38M	Buy	+3,050	New	+$1.36M	0.26%	52

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

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

Angeles Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.7% in Q2 2026, selling an estimated $99K and leaving 3,510 shares worth $2.63M. The position accounts for 0.12% of the portfolio, ranked #75.

Angeles Wealth Management first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.91M in Q3 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Angeles Wealth Management held 3,510 shares of iShares Core S&P 500 ETF worth $2.63M as of Q2 2026.
Angeles Wealth Management sold 136 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $99K.
iShares Core S&P 500 ETF made up 0.12% of Angeles Wealth Management's portfolio in Q2 2026, its #75 holding.
Angeles Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
Angeles Wealth Management's iShares Core S&P 500 ETF position peaked at $2.91M in Q3 2025.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.