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

Balance Wealth’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 		$773K Sell
1,032
-3
-0.3% -$2.19K 0.21% 69
2026
Q1 		$676K Sell
1,035
-94
-8% -$64.2K 0.21% 75
2025
Q4 		$774K Buy
1,129
+110
+11% +$74.7K 0.25% 69
2025
Q3 		$682K Buy
1,019
+405
+66% +$261K 0.17% 73
2025
Q2 		$381K Buy
614
+52
+9% +$29.9K 0.22% 79
2025
Q1 		$316K Buy
+562
New +$332K 0.21% 92

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Balance Wealth's IVV Position: Q2 2026 in Review

Balance Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 0.29% in Q2 2026, selling an estimated $2.19K and leaving 1,032 shares worth $773K. The position accounts for 0.21% of the portfolio, ranked #69.

Balance Wealth first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $774K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Balance Wealth held 1,032 shares of iShares Core S&P 500 ETF worth $773K as of Q2 2026.
  • Balance Wealth sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.21% of Balance Wealth's portfolio in Q2 2026, its #69 holding.
  • Balance Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • Balance Wealth's iShares Core S&P 500 ETF position peaked at $774K in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.