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Bestgate Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Bestgate Wealth Advisors’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 		$7.42M Sell
9,904
-38
-0.4% -$27.7K 11.81% 1
2026
Q1 		$6.49M Sell
9,942
-72
-0.7% -$49.2K 11.71% 1
2025
Q4 		$6.86M Sell
10,014
-199
-2% -$135K 12.05% 1
2025
Q3 		$6.84M Sell
10,213
-284
-3% -$183K 12.07% 1
2025
Q2 		$5.9M Hold
10,497
– – 12.23% 1
2025
Q1 		$5.9M Sell
10,497
-1,085
-9% -$641K 12.23% 1
2024
Q4 		$6.82M Buy
+11,582
New +$6.86M 13.68% 1

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Bestgate Wealth Advisors's IVV Position: Q2 2026 in Review

Bestgate Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 0.38% in Q2 2026, selling an estimated $27.7K and leaving 9,904 shares worth $7.42M. The position accounts for 11.81% of the portfolio, ranked #1.

Bestgate Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bestgate Wealth Advisors held 9,904 shares of iShares Core S&P 500 ETF worth $7.42M as of Q2 2026.
  • Bestgate Wealth Advisors sold 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
  • iShares Core S&P 500 ETF made up 11.81% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Bestgate Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.