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Cardinal Strategic Wealth Guidance’s iShares Core S&P 500 ETF IVV Stock Holding History

Cardinal Strategic Wealth Guidance’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 		$137M Buy
183,116
+48,382
+36% +$35.2M 31.09% 1
2026
Q1 		$88M Buy
134,734
+3,646
+3% +$2.49M 23.21% 1
2025
Q4 		$89.8M Sell
131,088
-6,042
-4% -$4.1M 23.46% 1
2025
Q3 		$91.8M Sell
137,130
-858
-0.6% -$553K 24.69% 1
2025
Q2 		$85.7M Sell
137,988
-605
-0.4% -$347K 24.72% 1
2025
Q1 		$77.9M Buy
138,593
+17,663
+15% +$10.4M 24.88% 1
2024
Q4 		$71.2M Sell
120,930
-3,880
-3% -$2.3M 22.68% 1
2024
Q3 		$72M Buy
124,810
+3,314
+3% +$1.84M 23.57% 1
2024
Q2 		$66.5M Sell
121,496
-7,395
-6% -$3.89M 23.97% 1
2024
Q1 		$67.8M Sell
128,891
-10,926
-8% -$5.47M 25.47% 1
2023
Q4 		$66.8M Buy
139,817
+9,682
+7% +$4.33M 26.53% 1
2023
Q3 		$55.9M Buy
130,135
+8,835
+7% +$3.95M 25.89% 1
2023
Q2 		$54M Sell
121,300
-963
-0.8% -$406K 24.01% 1
2023
Q1 		$50.2M Sell
122,263
-12,540
-9% -$5.03M 23.3% 1
2022
Q4 		$51.8M Buy
134,803
+8,593
+7% +$3.32M 24.9% 1
2022
Q3 		$45.3M Sell
126,210
-2,180
-2% -$870K 24.07% 1
2022
Q2 		$48.7M Buy
128,390
+13,714
+12% +$5.64M 24.82% 1
2022
Q1 		$52.1M Buy
114,676
+15,077
+15% +$6.74M 23.88% 1
2021
Q4 		$47.5M Buy
99,599
+4,425
+5% +$2.04M 22.15% 1
2021
Q3 		$41M Buy
95,174
+6,390
+7% +$2.83M 21.48% 1
2021
Q2 		$38.2M Buy
88,784
+4,929
+6% +$2.06M 20.08% 1
2021
Q1 		$33.4M Buy
83,855
+3,156
+4% +$1.22M 19.55% 1
2020
Q4 		$30.3M Buy
80,699
+4,029
+5% +$1.43M 17.98% 1
2020
Q3 		$25.8M Sell
76,670
-2,131
-3% -$709K 18.22% 1
2020
Q2 		$24.4M Buy
78,801
+1,489
+2% +$437K 18.15% 1
2020
Q1 		$20M Buy
77,312
+16,116
+26% +$4.94M 18.31% 1
2019
Q4 		$19.8M Buy
+61,196
New +$18.9M 17.01% 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

Cardinal Strategic Wealth Guidance's IVV Position: Q2 2026 in Review

Cardinal Strategic Wealth Guidance increased its iShares Core S&P 500 ETF (IVV) stake by 36% in Q2 2026, buying an estimated $35.2M and bringing the position to 183,116 shares worth $137M. The position accounts for 31.09% of the portfolio, ranked #1.

Cardinal Strategic Wealth Guidance first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cardinal Strategic Wealth Guidance held 183,116 shares of iShares Core S&P 500 ETF worth $137M as of Q2 2026.
  • Cardinal Strategic Wealth Guidance bought 48,382 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.2M.
  • iShares Core S&P 500 ETF made up 31.09% of Cardinal Strategic Wealth Guidance's portfolio in Q2 2026, its #1 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q2 2026, filed 30 Jul 2026.