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

Cannon Wealth Management Services’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	$1.51M	Sell	2,019 -22	-1%	-$16K	0.83%	29
2026 Q1	$1.33M	Sell	2,041 -6	-0.3%	-$4.1K	0.9%	27
2025 Q4	$1.4M	Sell	2,047 -72	-3%	-$48.9K	0.99%	27
2025 Q3	$1.42M	Sell	2,119 -9	-0.4%	-$5.8K	1.07%	24
2025 Q2	$1.32M	Hold	2,128	–	–	1.08%	22
2025 Q1	$1.2M	Sell	2,128 -14	-0.7%	-$8.27K	1.07%	21
2024 Q4	$1.29M	Buy	2,142 +47	+2%	+$27.8K	1.11%	22
2024 Q3	$1.21M	Buy	+2,095	New	+$1.16M	1.11%	21

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

Cannon Wealth Management Services's IVV Position: Q2 2026 in Review

Cannon Wealth Management Services reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, selling an estimated $16K and leaving 2,019 shares worth $1.51M. The position accounts for 0.83% of the portfolio, ranked #29.

Cannon Wealth Management Services first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cannon Wealth Management Services held 2,019 shares of iShares Core S&P 500 ETF worth $1.51M as of Q2 2026.
Cannon Wealth Management Services sold 22 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16K.
iShares Core S&P 500 ETF made up 0.83% of Cannon Wealth Management Services's portfolio in Q2 2026, its #29 holding.
Cannon Wealth Management Services first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.