Delap Wealth Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History

Delap Wealth Advisory’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	$2.28M	Sell	3,051 -28	-0.9%	-$20.4K	0.77%	27
2026 Q1	$2.01M	Buy	3,079 +22	+0.7%	+$15K	0.76%	27
2025 Q4	$2.09M	Buy	3,057 +233	+8%	+$158K	0.81%	27
2025 Q3	$1.9M	Hold	2,824	–	–	0.8%	25
2025 Q2	$1.75M	Sell	2,824 -669	-19%	-$384K	0.84%	26
2025 Q1	$1.96M	Buy	3,493 +417	+14%	+$246K	1.09%	24
2024 Q4	$1.81M	Buy	3,076 +1,511	+97%	+$894K	1.08%	23
2024 Q3	$903K	Sell	1,565 -5	-0.3%	-$2.78K	0.57%	30
2024 Q2	$859K	Sell	1,570 -55	-3%	-$28.9K	0.4%	32
2024 Q1	$854K	Sell	1,625 -1,767	-52%	-$884K	0.35%	46
2023 Q4	$1.62M	Buy	3,392 +1,658	+96%	+$742K	0.73%	28
2023 Q3	$745K	Hold	1,734	–	–	0.72%	25
2023 Q2	$773K	Hold	1,734	–	–	0.76%	21
2023 Q1	$713K	Hold	1,734	–	–	0.73%	24
2022 Q4	$666K	Buy	+1,734	New	+$669K	0.7%	25

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

Delap Wealth Advisory's IVV Position: Q2 2026 in Review

Delap Wealth Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 0.91% in Q2 2026, selling an estimated $20.4K and leaving 3,051 shares worth $2.28M. The position accounts for 0.77% of the portfolio, ranked #27.

Delap Wealth Advisory first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Delap Wealth Advisory held 3,051 shares of iShares Core S&P 500 ETF worth $2.28M as of Q2 2026.
Delap Wealth Advisory sold 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
iShares Core S&P 500 ETF made up 0.77% of Delap Wealth Advisory's portfolio in Q2 2026, its #27 holding.
Delap Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.