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

Correct Capital 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	$1.23M	Sell	1,641 -5	-0.3%	-$3.64K	0.21%	52
2026 Q1	$1.07M	Hold	1,646	–	–	0.2%	60
2025 Q4	$1.13M	Sell	1,646 -169	-9%	-$115K	0.21%	55
2025 Q3	$1.21M	Hold	1,815	–	–	0.2%	59
2025 Q2	$1.13M	Sell	1,815 -64	-3%	-$36.7K	0.16%	56
2025 Q1	$1.06M	Hold	1,879	–	–	0.17%	50
2024 Q4	$1.11M	Hold	1,879	–	–	0.22%	50
2024 Q3	$1.08M	Buy	1,879 +366	+24%	+$203K	0.24%	53
2024 Q2	$828K	Sell	1,513 -26	-2%	-$13.7K	0.19%	56
2024 Q1	$809K	Sell	1,539 -701	-31%	-$351K	0.19%	66
2023 Q4	$1.07M	Buy	+2,240	New	+$1M	0.27%	39

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Correct Capital Wealth Management's IVV Position: Q2 2026 in Review

Correct Capital Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q2 2026, selling an estimated $3.64K and leaving 1,641 shares worth $1.23M. The position accounts for 0.21% of the portfolio, ranked #52.

Correct Capital Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Correct Capital Wealth Management held 1,641 shares of iShares Core S&P 500 ETF worth $1.23M as of Q2 2026.
Correct Capital Wealth Management sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 0.21% of Correct Capital Wealth Management's portfolio in Q2 2026, its #52 holding.
Correct Capital Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.