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Caliber Wealth Management (Kansas)’s iShares Core S&P 500 ETF IVV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$163M Sell
217,143
-1,282
-0.6% -$934K 15.7% 1
2026
Q1 		$143M Buy
218,425
+23,895
+12% +$16.3M 15.61% 1
2025
Q4 		$133M Buy
194,530
+17,584
+10% +$11.9M 14.34% 1
2025
Q3 		$118M Buy
176,946
+22,282
+14% +$14.4M 13.2% 1
2025
Q2 		$96M Buy
154,664
+22,496
+17% +$12.9M 10.32% 1
2025
Q1 		$74.3M Buy
+132,168
New +$78M 10.13% 1

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IVV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Core S&P 500 ETF (IVV) stake by 0.59% in Q2 2026, selling an estimated $934K and leaving 217,143 shares worth $163M. The position accounts for 15.7% of the portfolio, ranked #1.

Caliber Wealth Management (Kansas) first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 217,143 shares of iShares Core S&P 500 ETF worth $163M as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,282 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $934K.
  • iShares Core S&P 500 ETF made up 15.7% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #1 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.