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

Aries 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	$1.03M	Buy	1,377 +385	+39%	+$280K	0.2%	97
2026 Q1	$648K	Hold	992	–	–	0.14%	126
2025 Q4	$679K	Buy	992 +49	+5%	+$33.3K	0.15%	122
2025 Q3	$631K	Hold	943	–	–	0.15%	121
2025 Q2	$586K	Hold	943	–	–	0.15%	125
2025 Q1	$530K	Sell	943 -226	-19%	-$133K	0.14%	131
2024 Q4	$688K	Hold	1,169	–	–	0.19%	114
2024 Q3	$674K	Hold	1,169	–	–	0.19%	111
2024 Q2	$640K	Buy	1,169 +150	+15%	+$78.9K	0.2%	107
2024 Q1	$536K	Sell	1,019 -86	-8%	-$43K	0.17%	123
2023 Q4	$528K	Buy	+1,105	New	+$495K	0.19%	118
2022 Q2	–	Sell	-20,213	Closed	-$9.17M	–	202
2022 Q1	$9.17M	Buy	20,213 +19,757	+4,333%	+$8.84M	3.97%	7
2021 Q4	$218K	Buy	+456	New	+$210K	0.08%	169

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

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

Aries Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, buying an estimated $280K and bringing the position to 1,377 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #97.

Aries Wealth Management first reported a position in IVV in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.17M in Q1 2022. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Aries Wealth Management held 1,377 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
Aries Wealth Management bought 385 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $280K.
iShares Core S&P 500 ETF made up 0.2% of Aries Wealth Management's portfolio in Q2 2026, its #97 holding.
Aries Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 13 quarters since.
Aries Wealth Management's iShares Core S&P 500 ETF position peaked at $9.17M in Q1 2022.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.