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

Baker Tilly 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 		$2.9M Buy
3,876
+405
+12% +$295K 0.62% 35
2026
Q1 		$2.27M Buy
3,471
+130
+4% +$88.8K 0.55% 41
2025
Q4 		$2.29M Sell
3,341
-460
-12% -$312K 0.56% 38
2025
Q3 		$2.54M Sell
3,801
-57
-1% -$36.7K 0.57% 39
2025
Q2 		$2.4M Sell
3,858
-41
-1% -$23.5K 0.86% 23
2025
Q1 		$2.19M Buy
3,899
+62
+2% +$36.6K 0.86% 21
2024
Q4 		$2.26M Sell
3,837
-211
-5% -$125K 0.89% 23
2024
Q3 		$2.34M Sell
4,048
-5,177
-56% -$2.88M 1.03% 17
2024
Q2 		$5.05M Sell
9,225
-6,793
-42% -$3.57M 2.06% 8
2024
Q1 		$8.42M Sell
16,018
-2,674
-14% -$1.34M 1.52% 7
2023
Q4 		$8.93M Sell
18,692
-473
-2% -$212K 1.47% 9
2023
Q3 		$8.23M Sell
19,165
-794
-4% -$355K 1.36% 10
2023
Q2 		$8.9M Buy
19,959
+757
+4% +$319K 0.93% 18
2023
Q1 		$7.89M Buy
19,202
+1,284
+7% +$515K 0.89% 18
2022
Q4 		$6.88M Buy
17,918
+1,289
+8% +$497K 0.85% 15
2022
Q3 		$5.96M Buy
16,629
+817
+5% +$326K 0.81% 17
2022
Q2 		$6M Sell
15,812
-283
-2% -$116K 0.79% 20
2022
Q1 		$7.3M Buy
16,095
+130
+0.8% +$58.1K 0.81% 18
2021
Q4 		$7.62M Buy
15,965
+1,368
+9% +$630K 0.82% 16
2021
Q3 		$6.29M Buy
14,597
+823
+6% +$365K 0.83% 16
2021
Q2 		$5.92M Buy
13,774
+80
+0.6% +$33.5K 0.96% 14
2021
Q1 		$5.45M Buy
13,694
+362
+3% +$140K 1.12% 11
2020
Q4 		$5M Buy
+13,332
New +$4.75M 1.54% 8

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Baker Tilly Wealth Management's IVV Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $295K and bringing the position to 3,876 shares worth $2.9M. The position accounts for 0.62% of the portfolio, ranked #35.

Baker Tilly Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.93M in Q4 2023. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Baker Tilly Wealth Management held 3,876 shares of iShares Core S&P 500 ETF worth $2.9M as of Q2 2026.
  • Baker Tilly Wealth Management bought 405 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $295K.
  • iShares Core S&P 500 ETF made up 0.62% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Baker Tilly Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's iShares Core S&P 500 ETF position peaked at $8.93M in Q4 2023.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.