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

Blodgett 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	$4.36M	Buy	5,827 +90	+2%	+$65.5K	2.92%	9
2026 Q1	$3.75M	Buy	5,737 +115	+2%	+$78.5K	2.97%	8
2025 Q4	$3.85M	Buy	5,622 +300	+6%	+$204K	2.69%	9
2025 Q3	$3.56M	Buy	5,322 +111	+2%	+$71.5K	2.45%	9
2025 Q2	$3.24M	Buy	5,211 +380	+8%	+$218K	2.53%	9
2025 Q1	$2.71M	Buy	4,831 +508	+12%	+$300K	2.31%	9
2024 Q4	$2.54M	Buy	4,323 +475	+12%	+$281K	2%	10
2024 Q3	$2.22M	Buy	3,848 +135	+4%	+$75.1K	1.87%	10
2024 Q2	$2.03M	Buy	3,713 +315	+9%	+$166K	1.72%	10
2024 Q1	$1.79M	Buy	3,398 +100	+3%	+$50K	1.61%	14
2023 Q4	$1.58M	Buy	3,298 +220	+7%	+$98.5K	1.61%	15
2023 Q3	$1.32M	Buy	3,078 +505	+20%	+$226K	1.45%	17
2023 Q2	$1.15M	Hold	2,573	–	–	1.19%	19
2023 Q1	$1.06M	Buy	2,573 +1	+0%	+$401	1.22%	21
2022 Q4	$988K	Hold	2,572	–	–	1.2%	24
2022 Q3	$922K	Sell	2,572 -37	-1%	-$14.8K	1.11%	25
2022 Q2	$989K	Buy	2,609 +50	+2%	+$20.6K	1.08%	23
2022 Q1	$1.16M	Buy	2,559 +71	+3%	+$31.8K	0.97%	27
2021 Q4	$1.19M	Buy	+2,488	New	+$1.15M	0.92%	26

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

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

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

Blodgett Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $65.5K and bringing the position to 5,827 shares worth $4.36M. The position accounts for 2.92% of the portfolio, ranked #9.

Blodgett Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Blodgett Wealth Advisors held 5,827 shares of iShares Core S&P 500 ETF worth $4.36M as of Q2 2026.
Blodgett Wealth Advisors bought 90 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $65.5K.
iShares Core S&P 500 ETF made up 2.92% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #9 holding.
Blodgett Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.