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

Continuum 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	$19.8M	Buy	26,482 +1,108	+4%	+$807K	6.69%	5
2026 Q1	$16.6M	Sell	25,374 -15,250	-38%	-$10.4M	6.88%	5
2025 Q4	$27.8M	Sell	40,624 -1,500	-4%	-$1.02M	10.75%	3
2025 Q3	$28.2M	Buy	42,124 +2,034	+5%	+$1.31M	12.02%	2
2025 Q2	$24.9M	Sell	40,090 -12,426	-24%	-$7.13M	11.95%	3
2025 Q1	$29.5M	Sell	52,516 -313	-0.6%	-$185K	15.13%	2
2024 Q4	$31.1M	Buy	52,829 +3,099	+6%	+$1.83M	15.73%	2
2024 Q3	$28.7M	Sell	49,730 -3,428	-6%	-$1.91M	15.39%	2
2024 Q2	$29.1M	Buy	53,158 +11,210	+27%	+$5.89M	15.31%	2
2024 Q1	$22.1M	Buy	41,948 +5,886	+16%	+$2.95M	12.47%	2
2023 Q4	$17.2M	Buy	36,062 +17,402	+93%	+$7.79M	11.17%	2
2023 Q3	$8.01M	Buy	18,660 +1,577	+9%	+$705K	5.65%	6
2023 Q2	$7.61M	Buy	17,083 +16,286	+2,043%	+$6.86M	5.39%	6
2023 Q1	$328K	Sell	797 -20	-2%	-$8.02K	0.27%	28
2022 Q4	$314K	Buy	+817	New	+$315K	0.31%	31

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

Continuum Wealth Advisors's IVV Position: Q2 2026 in Review

Continuum Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.4% in Q2 2026, buying an estimated $807K and bringing the position to 26,482 shares worth $19.8M. The position accounts for 6.69% of the portfolio, ranked #5.

Continuum Wealth Advisors first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.1M in Q4 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Continuum Wealth Advisors held 26,482 shares of iShares Core S&P 500 ETF worth $19.8M as of Q2 2026.
Continuum Wealth Advisors bought 1,108 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $807K.
iShares Core S&P 500 ETF made up 6.69% of Continuum Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Continuum Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares Core S&P 500 ETF position peaked at $31.1M in Q4 2024.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.