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

CMH 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	$1.42M	Buy	1,900 +125	+7%	+$91K	0.22%	74
2026 Q1	$1.16M	Buy	+1,775	New	+$1.21M	0.2%	82
2022 Q2	–	Sell	-5,980	Closed	-$2.71M	–	51
2022 Q1	$2.71M	Buy	+5,980	New	+$2.67M	0.83%	42

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

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

CMH Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 7% in Q2 2026, buying an estimated $91K and bringing the position to 1,900 shares worth $1.42M. The position accounts for 0.22% of the portfolio, ranked #74.

CMH Wealth Management first reported a position in IVV in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.71M in Q1 2022. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CMH Wealth Management held 1,900 shares of iShares Core S&P 500 ETF worth $1.42M as of Q2 2026.
CMH Wealth Management bought 125 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $91K.
iShares Core S&P 500 ETF made up 0.22% of CMH Wealth Management's portfolio in Q2 2026, its #74 holding.
CMH Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 3 quarters since.
CMH Wealth Management's iShares Core S&P 500 ETF position peaked at $2.71M in Q1 2022.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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