Ball & Co Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Ball & Co 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	$3K	Buy	4 +1	+33%	+$728	﹤0.01%	62
2026 Q1	$2K	Hold	3	–	–	﹤0.01%	69
2025 Q4	$2K	Hold	3	–	–	﹤0.01%	67
2025 Q3	$2K	Hold	3	–	–	﹤0.01%	74
2025 Q2	$1K	Hold	3	–	–	﹤0.01%	65
2025 Q1	$1K	Hold	3	–	–	﹤0.01%	62
2024 Q4	$1K	Buy	+3	New	+$1.78K	﹤0.01%	66

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Ball & Co Wealth Management's IVV Position: Q2 2026 in Review

Ball & Co Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, buying an estimated $728 and bringing the position to 4 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #62.

Ball & Co Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Ball & Co Wealth Management held 4 shares of iShares Core S&P 500 ETF worth $3K as of Q2 2026.
Ball & Co Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up ﹤0.01% of Ball & Co Wealth Management's portfolio in Q2 2026, its #62 holding.
Ball & Co Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ball & Co Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.