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

Chemistry 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	$1.03M	Sell	1,378 -2	-0.1%	-$1.46K	0.17%	84
2026 Q1	$902K	Buy	1,380 +73	+6%	+$49.8K	0.16%	86
2025 Q4	$895K	Buy	1,307 +22	+2%	+$14.9K	0.17%	87
2025 Q3	$860K	Buy	1,285 +84	+7%	+$54.1K	0.17%	86
2025 Q2	$746K	Sell	1,201 -6	-0.5%	-$3.44K	0.16%	87
2025 Q1	$678K	Sell	1,207 -211	-15%	-$125K	0.16%	87
2024 Q4	$835K	Buy	1,418 +4	+0.3%	+$2.37K	0.2%	73
2024 Q3	$816K	Sell	1,414 -2	-0.1%	-$1.11K	0.19%	79
2024 Q2	$775K	Buy	1,416 +3	+0.2%	+$1.58K	0.2%	74
2024 Q1	$743K	Sell	1,413 -19	-1%	-$9.51K	0.2%	80
2023 Q4	$684K	Sell	1,432 -16	-1%	-$7.16K	0.21%	77
2023 Q3	$622K	Buy	1,448 +246	+20%	+$110K	0.21%	77
2023 Q2	$536K	Hold	1,202	–	–	0.17%	84
2023 Q1	$494K	Buy	1,202 +19	+2%	+$7.62K	0.17%	89
2022 Q4	$455K	Hold	1,183	–	–	0.18%	87
2022 Q3	$424K	Hold	1,183	–	–	0.17%	92
2022 Q2	$449K	Buy	1,183 +15	+1%	+$6.17K	0.17%	90
2022 Q1	$530K	Sell	1,168 -252	-18%	-$113K	0.18%	83
2021 Q4	$677K	Buy	+1,420	New	+$654K	0.57%	36

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

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

Chemistry Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, selling an estimated $1.46K and leaving 1,378 shares worth $1.03M. The position accounts for 0.17% of the portfolio, ranked #84.

Chemistry Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Chemistry Wealth Management held 1,378 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
Chemistry Wealth Management sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.17% of Chemistry Wealth Management's portfolio in Q2 2026, its #84 holding.
Chemistry Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.