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

Balanced Wealth Group’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 		$1.25M Buy
1,669
+3
+0.2% +$2.19K 0.4% 31
2026
Q1 		$1.09M Sell
1,666
-238
-13% -$163K 0.39% 27
2025
Q4 		$1.28M Sell
1,904
-23
-1% -$15.6K 0.47% 26
2025
Q3 		$1.2M Buy
1,927
+15
+0.8% +$9.66K 0.53% 24
2025
Q2 		$1.21M Sell
1,912
-59
-3% -$33.9K 0.53% 24
2025
Q1 		$1.11M Sell
1,971
-65
-3% -$38.4K 0.54% 26
2024
Q4 		$1.23M Sell
2,036
-22
-1% -$13K 0.55% 24
2024
Q3 		$1.19M Sell
2,058
-594
-22% -$330K 0.53% 24
2024
Q2 		$1.45M Sell
2,652
-83
-3% -$43.6K 0.66% 23
2024
Q1 		$1.43M Buy
2,735
+264
+11% +$132K 0.64% 24
2023
Q4 		$1.18M Buy
+2,471
New +$1.11M 0.61% 27

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

Balanced Wealth Group's IVV Position: Q2 2026 in Review

Balanced Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.18% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,669 shares worth $1.25M. The position accounts for 0.4% of the portfolio, ranked #31.

Balanced Wealth Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q2 2024. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Balanced Wealth Group held 1,669 shares of iShares Core S&P 500 ETF worth $1.25M as of Q2 2026.
  • Balanced Wealth Group bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.4% of Balanced Wealth Group's portfolio in Q2 2026, its #31 holding.
  • Balanced Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Balanced Wealth Group's iShares Core S&P 500 ETF position peaked at $1.45M in Q2 2024.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.