CWAF
IVV icon

Core Wealth Advisors (Florida)’s iShares Core S&P 500 ETF IVV Stock Holding History

Core Wealth Advisors (Florida)’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 		$145M Buy
193,554
+2,860
+1% +$2.08M 29.14% 1
2026
Q1 		$125M Buy
190,694
+2,845
+2% +$1.94M 29.73% 1
2025
Q4 		$129M Buy
187,849
+2,418
+1% +$1.64M 33.38% 1
2025
Q3 		$124M Buy
185,431
+1,712
+0.9% +$1.1M 32.36% 1
2025
Q2 		$114M Buy
183,719
+268
+0.1% +$154K 32.78% 1
2025
Q1 		$103M Sell
183,451
-105
-0.1% -$62K 32.79% 1
2024
Q4 		$108M Sell
183,556
-217
-0.1% -$128K 35.63% 1
2024
Q3 		$106M Buy
183,773
+479
+0.3% +$266K 33.99% 1
2024
Q2 		$100M Buy
183,294
+249
+0.1% +$131K 34.37% 1
2024
Q1 		$96.2M Sell
183,045
-6,580
-3% -$3.29M 32.7% 1
2023
Q4 		$90.6M Buy
189,625
+625
+0.3% +$280K 33.28% 1
2023
Q3 		$81.2M Buy
189,000
+7,067
+4% +$3.16M 33.2% 1
2023
Q2 		$81.1M Sell
181,933
-282
-0.2% -$119K 32.54% 1
2023
Q1 		$74.9M Sell
182,215
-629
-0.3% -$252K 29.88% 1
2022
Q4 		$70.3M Buy
182,844
+12,930
+8% +$4.99M 30.73% 1
2022
Q3 		$60.9M Buy
169,914
+53,793
+46% +$21.5M 35.52% 1
2022
Q2 		$44M Sell
116,121
-30,977
-21% -$12.7M 27.08% 1
2022
Q1 		$66.7M Buy
147,098
+29,205
+25% +$13.1M 37.43% 1
2021
Q4 		$56.2M Buy
117,893
+1,327
+1% +$612K 33.58% 1
2021
Q3 		$50.2M Buy
116,566
+6,012
+5% +$2.66M 33.31% 1
2021
Q2 		$47.5M Buy
110,554
+8,517
+8% +$3.57M 31.7% 1
2021
Q1 		$40.6M Buy
102,037
+7,556
+8% +$2.93M 35.79% 1
2020
Q4 		$35.5M Buy
94,481
+5,869
+7% +$2.09M 31.68% 1
2020
Q3 		$29.8M Sell
88,612
-532
-0.6% -$177K 27.87% 1
2020
Q2 		$27.6M Sell
89,144
-27,539
-24% -$8.09M 24.32% 1
2020
Q1 		$30.2M Buy
116,683
+45,416
+64% +$13.9M 22.96% 1
2019
Q4 		$23M Buy
+71,267
New +$22.1M 13.23% 1

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IVV Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, buying an estimated $2.08M and bringing the position to 193,554 shares worth $145M. The position accounts for 29.14% of the portfolio, ranked #1.

Core Wealth Advisors (Florida) first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Core Wealth Advisors (Florida) held 193,554 shares of iShares Core S&P 500 ETF worth $145M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 2,860 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.08M.
  • iShares Core S&P 500 ETF made up 29.14% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #1 holding.
  • Core Wealth Advisors (Florida) first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.