Austin Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Austin Wealth Management's IVV Position: Q2 2026 in Review
Austin Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $7.28K and bringing the position to 917 shares worth $685K. The position accounts for 0.14% of the portfolio, ranked #71.
Austin Wealth Management first reported a position in IVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $748K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Austin Wealth Management held 917 shares of iShares Core S&P 500 ETF worth $685K as of Q2 2026.
- Austin Wealth Management bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
- iShares Core S&P 500 ETF made up 0.14% of Austin Wealth Management's portfolio in Q2 2026, its #71 holding.
- Austin Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
- Austin Wealth Management's iShares Core S&P 500 ETF position peaked at $748K in Q4 2025.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.