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

Axxcess 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 		$47.3M Buy
63,186
+1,250
+2% +$910K 0.75% 29
2026
Q1 		$40.5M Sell
61,936
-3,795
-6% -$2.59M 1.3% 17
2025
Q4 		$45M Buy
65,731
+40,478
+160% +$27.5M 0.78% 29
2025
Q3 		$16.9M Sell
25,253
-358
-1% -$231K 0.36% 57
2025
Q2 		$15.9M Buy
25,611
+1,848
+8% +$1.06M 0.37% 55
2025
Q1 		$13.4M Sell
23,763
-3,279
-12% -$1.94M 0.35% 62
2024
Q4 		$15.9M Sell
27,042
-6,636
-20% -$3.93M 0.38% 54
2024
Q3 		$19.4M Buy
33,678
+2,057
+7% +$1.14M 0.48% 46
2024
Q2 		$17.3M Buy
31,621
+3,997
+14% +$2.1M 0.46% 47
2024
Q1 		$14.5M Sell
27,624
-113
-0.4% -$56.5K 0.4% 50
2023
Q4 		$13.2M Buy
27,737
+1,229
+5% +$550K 0.38% 53
2023
Q3 		$11.4M Buy
26,508
+9,016
+52% +$4.03M 0.39% 55
2023
Q2 		$7.8M Sell
17,492
-2,210
-11% -$931K 0.56% 36
2023
Q1 		$8.1M Buy
19,702
+2,128
+12% +$853K 0.61% 31
2022
Q4 		$6.75M Buy
17,574
+2,154
+14% +$831K 0.56% 40
2022
Q3 		$5.53M Buy
15,420
+315
+2% +$126K 0.52% 35
2022
Q2 		$5.73M Buy
15,105
+3,207
+27% +$1.32M 0.53% 37
2022
Q1 		$5.4M Sell
11,898
-869
-7% -$389K 0.42% 51
2021
Q4 		$6.09M Buy
+12,767
New +$5.88M 0.44% 48

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

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

Axxcess Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2% in Q2 2026, buying an estimated $910K and bringing the position to 63,186 shares worth $47.3M. The position accounts for 0.75% of the portfolio, ranked #29.

Axxcess Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Axxcess Wealth Management held 63,186 shares of iShares Core S&P 500 ETF worth $47.3M as of Q2 2026.
  • Axxcess Wealth Management bought 1,250 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $910K.
  • iShares Core S&P 500 ETF made up 0.75% of Axxcess Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Axxcess Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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