Brady Martz Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Brady Martz Wealth Solutions’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	$696K	Buy	930 +28	+3%	+$20.4K	0.11%	120
2026 Q1	$589K	Buy	902 +319	+55%	+$218K	0.1%	118
2025 Q4	$399K	Sell	583 -152	-21%	-$103K	0.07%	145
2025 Q3	$492K	Buy	735 +353	+92%	+$227K	0.09%	118
2025 Q2	$237K	Buy	+382	New	+$219K	0.05%	138

Other funds holding IVV

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Brady Martz Wealth Solutions's IVV Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, buying an estimated $20.4K and bringing the position to 930 shares worth $696K. The position accounts for 0.11% of the portfolio, ranked #120.

Brady Martz Wealth Solutions first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 1,685 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Brady Martz Wealth Solutions held 930 shares of iShares Core S&P 500 ETF worth $696K as of Q2 2026.
Brady Martz Wealth Solutions bought 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
iShares Core S&P 500 ETF made up 0.11% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #120 holding.
Brady Martz Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1,685 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.