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Buck Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Buck Wealth Strategies’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 		$98.7M Buy
131,827
+7,789
+6% +$5.67M 10.33% 1
2026
Q1 		$81M Buy
124,038
+6,681
+6% +$4.56M 10% 1
2025
Q4 		$80.4M Buy
117,357
+14,793
+14% +$10M 10.2% 1
2025
Q3 		$68.6M Buy
102,564
+9,284
+10% +$5.98M 9.41% 1
2025
Q2 		$57.9M Buy
93,280
+12,087
+15% +$6.94M 8.82% 1
2025
Q1 		$45.6M Buy
81,193
+37,542
+86% +$22.2M 8.29% 1
2024
Q4 		$25.7M Buy
43,651
+17,642
+68% +$10.4M 5.34% 1
2024
Q3 		$15M Sell
26,009
-1,481
-5% -$823K 4.72% 1
2024
Q2 		$15M Buy
27,490
+26,451
+2,546% +$13.9M 4.44% 1
2024
Q1 		$546K Sell
1,039
-24,634
-96% -$12.3M 0.19% 55
2023
Q4 		$12.3M Sell
25,673
-3
-0% -$1.34K 4.54% 1
2023
Q3 		$11M Buy
+25,676
New +$11.5M 4.43% 1
2022
Q3 		$10.4M Buy
+24,229
New +$9.67M 4.87% 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

Buck Wealth Strategies's IVV Position: Q2 2026 in Review

Buck Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 6.3% in Q2 2026, buying an estimated $5.67M and bringing the position to 131,827 shares worth $98.7M. The position accounts for 10.33% of the portfolio, ranked #1.

Buck Wealth Strategies first reported a position in IVV in Q3 2022 and has held it in 13 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Buck Wealth Strategies held 131,827 shares of iShares Core S&P 500 ETF worth $98.7M as of Q2 2026.
  • Buck Wealth Strategies bought 7,789 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.67M.
  • iShares Core S&P 500 ETF made up 10.33% of Buck Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • Buck Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 13 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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