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

Base 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	$259K	Hold	345	–	–	0.12%	58
2026 Q1	$225K	Buy	345 +29	+9%	+$19.8K	0.13%	54
2025 Q4	$216K	Buy	316 +2	+0.6%	+$1.36K	0.12%	57
2025 Q3	$210K	Buy	+314	New	+$202K	0.12%	57

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Base Wealth Management's IVV Position: Q2 2026 in Review

Base Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 345 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #58.

Base Wealth Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 3,425 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Base Wealth Management held 345 shares of iShares Core S&P 500 ETF worth $259K as of Q2 2026.
Base Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of Base Wealth Management's portfolio in Q2 2026, its #58 holding.
Base Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
3,425 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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