Chokshi & Queen Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Chokshi & Queen Wealth Advisors’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	$53.3M	Buy	71,121 +2,226	+3%	+$1.62M	24.67%	1
2026 Q1	$45M	Buy	68,895 +1,063	+2%	+$726K	24.05%	1
2025 Q4	$46.5M	Buy	67,832 +1,461	+2%	+$992K	24.27%	1
2025 Q3	$44.4M	Buy	66,371 +1,291	+2%	+$831K	23.52%	1
2025 Q2	$40.4M	Buy	65,080 +2,725	+4%	+$1.56M	23.15%	1
2025 Q1	$35M	Buy	62,355 +91	+0.1%	+$53.7K	21.37%	1
2024 Q4	$36.7M	Buy	+62,264	New	+$36.9M	22.75%	1

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

Chokshi & Queen Wealth Advisors's IVV Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $1.62M and bringing the position to 71,121 shares worth $53.3M. The position accounts for 24.67% of the portfolio, ranked #1.

Chokshi & Queen Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Chokshi & Queen Wealth Advisors held 71,121 shares of iShares Core S&P 500 ETF worth $53.3M as of Q2 2026.
Chokshi & Queen Wealth Advisors bought 2,226 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.62M.
iShares Core S&P 500 ETF made up 24.67% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #1 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.