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

Buska Wealth Management’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	$36.4M	Sell	48,642 -7,373	-13%	-$5.37M	13.14%	1
2026 Q1	$36.6M	Sell	56,015 -8,941	-14%	-$6.11M	14.7%	1
2025 Q4	$44.5M	Sell	64,956 -17,980	-22%	-$12.2M	16.44%	1
2025 Q3	$55.5M	Sell	82,936 -14,157	-15%	-$9.12M	16.66%	1
2025 Q2	$60.3M	Buy	97,093 +1,170	+1%	+$672K	16.47%	1
2025 Q1	$53.9M	Buy	95,923 +2,262	+2%	+$1.34M	16.89%	1
2024 Q4	$55.1M	Buy	93,661 +5,499	+6%	+$3.25M	17.65%	1
2024 Q3	$50.9M	Buy	88,162 +6,717	+8%	+$3.73M	17.74%	1
2024 Q2	$44.6M	Buy	81,445 +5,859	+8%	+$3.08M	17.77%	1
2024 Q1	$39.7M	Buy	+75,586	New	+$37.8M	17.42%	1

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

Buska Wealth Management's IVV Position: Q2 2026 in Review

Buska Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $5.37M and leaving 48,642 shares worth $36.4M. The position accounts for 13.14% of the portfolio, ranked #1.

Buska Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.3M in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Buska Wealth Management held 48,642 shares of iShares Core S&P 500 ETF worth $36.4M as of Q2 2026.
Buska Wealth Management sold 7,373 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.37M.
iShares Core S&P 500 ETF made up 13.14% of Buska Wealth Management's portfolio in Q2 2026, its #1 holding.
Buska Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Buska Wealth Management's iShares Core S&P 500 ETF position peaked at $60.3M in Q2 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Buska Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.