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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$419K Buy
559
+4
+0.7% +$2.91K 0.21% 38
2026
Q1
$363K Buy
+555
New +$379K 0.22% 39

Other funds holding IVV

Bucket List Wealth Management's IVV Position: Q2 2026 in Review

Bucket List Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q2 2026, buying an estimated $2.91K and bringing the position to 559 shares worth $419K. The position accounts for 0.21% of the portfolio, ranked #38.

Bucket List Wealth Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bucket List Wealth Management held 559 shares of iShares Core S&P 500 ETF worth $419K as of Q2 2026.
  • Bucket List Wealth Management bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.21% of Bucket List Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Bucket List Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bucket List Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.