CJM Wealth Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

CJM Wealth Advisers’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	$465K	Buy	622 +153	+33%	+$111K	0.12%	50
2026 Q1	$306K	Buy	469 +23	+5%	+$15.7K	0.09%	61
2025 Q4	$305K	Buy	446 +3	+0.7%	+$2.04K	0.09%	61
2025 Q3	$296K	Buy	443 +40	+10%	+$25.8K	0.09%	58
2025 Q2	$250K	Sell	403 -6	-1%	-$3.44K	0.08%	60
2025 Q1	$230K	Hold	409	–	–	0.08%	62
2024 Q4	$241K	Hold	409	–	–	0.08%	61
2024 Q3	$236K	Buy	409 +11	+3%	+$6.12K	0.08%	61
2024 Q2	$218K	Hold	398	–	–	0.08%	58
2024 Q1	$209K	Buy	+398	New	+$199K	0.08%	62

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CJM Wealth Advisers's IVV Position: Q2 2026 in Review

CJM Wealth Advisers increased its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, buying an estimated $111K and bringing the position to 622 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #50.

CJM Wealth Advisers first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 1,081 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CJM Wealth Advisers held 622 shares of iShares Core S&P 500 ETF worth $465K as of Q2 2026.
CJM Wealth Advisers bought 153 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $111K.
iShares Core S&P 500 ETF made up 0.12% of CJM Wealth Advisers's portfolio in Q2 2026, its #50 holding.
CJM Wealth Advisers first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
1,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.