Barnes Dennig Private Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Barnes Dennig Private 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	$3.68M	Buy	4,913 +296	+6%	+$216K	2.94%	8
2026 Q1	$3.02M	Buy	4,617 +105	+2%	+$71.7K	2.99%	10
2025 Q4	$3.09M	Buy	4,512 +680	+18%	+$462K	3.1%	10
2025 Q3	$2.56M	Buy	3,832 +518	+16%	+$334K	2.76%	10
2025 Q2	$2.06M	Buy	3,314 +2,032	+159%	+$1.17M	2.47%	12
2025 Q1	$720K	Buy	+1,282	New	+$757K	1.09%	25

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Barnes Dennig Private Wealth Management's IVV Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, buying an estimated $216K and bringing the position to 4,913 shares worth $3.68M. The position accounts for 2.94% of the portfolio, ranked #8.

Barnes Dennig Private Wealth Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Barnes Dennig Private Wealth Management held 4,913 shares of iShares Core S&P 500 ETF worth $3.68M as of Q2 2026.
Barnes Dennig Private Wealth Management bought 296 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $216K.
iShares Core S&P 500 ETF made up 2.94% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #8 holding.
Barnes Dennig Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.