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

Barnes Wealth Management 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 		$15.3M Buy
20,486
+8,117
+66% +$5.91M 7.1% 1
2026
Q1 		$8.08M Buy
12,369
+318
+3% +$217K 4.1% 2
2025
Q4 		$8.25M Buy
12,051
+245
+2% +$166K 4.42% 2
2025
Q3 		$7.9M Buy
11,806
+296
+3% +$191K 4.35% 2
2025
Q2 		$7.15M Sell
11,510
-6,379
-36% -$3.66M 4.22% 2
2025
Q1 		$10.1M Sell
17,889
-920
-5% -$543K 6.45% 1
2024
Q4 		$11.1M Buy
+18,809
New +$11.1M 7.42% 1

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

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

Barnes Wealth Management Group increased its iShares Core S&P 500 ETF (IVV) stake by 66% in Q2 2026, buying an estimated $5.91M and bringing the position to 20,486 shares worth $15.3M. The position accounts for 7.1% of the portfolio, ranked #1.

Barnes Wealth Management Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Barnes Wealth Management Group held 20,486 shares of iShares Core S&P 500 ETF worth $15.3M as of Q2 2026.
  • Barnes Wealth Management Group bought 8,117 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.91M.
  • iShares Core S&P 500 ETF made up 7.1% of Barnes Wealth Management Group's portfolio in Q2 2026, its #1 holding.
  • Barnes Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.