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Chung Wu Investment Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Chung Wu Investment Group’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 		$11.9M Sell
15,868
-65
-0.4% -$47.3K 7.81% 1
2026
Q1 		$10.4M Sell
15,933
-230
-1% -$157K 8.96% 1
2025
Q4 		$11.1M Sell
16,163
-67
-0.4% -$45.5K 9.05% 1
2025
Q3 		$10.9M Buy
16,230
+290
+2% +$187K 9.05% 1
2025
Q2 		$9.9M Sell
15,940
-2,310
-13% -$1.33M 10.32% 1
2025
Q1 		$10.3M Sell
18,250
-432
-2% -$255K 12.26% 1
2024
Q4 		$11M Buy
+18,682
New +$11.1M 11.08% 1

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

Chung Wu Investment Group's IVV Position: Q2 2026 in Review

Chung Wu Investment Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.41% in Q2 2026, selling an estimated $47.3K and leaving 15,868 shares worth $11.9M. The position accounts for 7.81% of the portfolio, ranked #1.

Chung Wu Investment Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,288 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Chung Wu Investment Group held 15,868 shares of iShares Core S&P 500 ETF worth $11.9M as of Q2 2026.
  • Chung Wu Investment Group sold 65 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $47.3K.
  • iShares Core S&P 500 ETF made up 7.81% of Chung Wu Investment Group's portfolio in Q2 2026, its #1 holding.
  • Chung Wu Investment Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,288 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.