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

Chicago 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	$1.4M	Hold	1,866	–	–	0.5%	29
2026 Q1	$1.22M	Hold	1,866	–	–	0.49%	30
2025 Q4	$1.28M	Sell	1,866 -2	-0.1%	-$1.36K	0.51%	27
2025 Q3	$1.25M	Hold	1,868	–	–	0.54%	25
2025 Q2	$1.16M	Hold	1,868	–	–	0.55%	25
2025 Q1	$1.05M	Sell	1,868 -39	-2%	-$23K	0.55%	26
2024 Q4	$1.12M	Hold	1,907	–	–	0.58%	28
2024 Q3	$1.1M	Hold	1,907	–	–	0.59%	25
2024 Q2	$1.04M	Buy	1,907 +2	+0.1%	+$1.05K	0.6%	25
2024 Q1	$1M	Buy	1,905 +184	+11%	+$92.1K	0.6%	27
2023 Q4	$822K	Hold	1,721	–	–	0.56%	24
2023 Q3	$739K	Hold	1,721	–	–	0.58%	25
2023 Q2	$767K	Sell	1,721 -91	-5%	-$38.4K	0.58%	25
2023 Q1	$745K	Hold	1,812	–	–	0.59%	26
2022 Q4	$696K	Buy	+1,812	New	+$699K	0.6%	22

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

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

Chicago Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,866 shares worth $1.4M. The position accounts for 0.5% of the portfolio, ranked #29.

Chicago Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,111 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Chicago Wealth Management held 1,866 shares of iShares Core S&P 500 ETF worth $1.4M as of Q2 2026.
Chicago Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.5% of Chicago Wealth Management's portfolio in Q2 2026, its #29 holding.
Chicago Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,111 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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