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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.62M Buy
12,841
+140
+1% +$102K 5.58% 4
2026
Q1
$8.3M Buy
12,701
+484
+4% +$331K 5.34% 4
2025
Q4
$8.37M Buy
+12,217
New +$8.3M 5.94% 4

Other funds holding IVV

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

DeLarme Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, buying an estimated $102K and bringing the position to 12,841 shares worth $9.62M. The position accounts for 5.58% of the portfolio, ranked #4.

DeLarme Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • DeLarme Wealth Management held 12,841 shares of iShares Core S&P 500 ETF worth $9.62M as of Q2 2026.
  • DeLarme Wealth Management bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
  • iShares Core S&P 500 ETF made up 5.58% of DeLarme Wealth Management's portfolio in Q2 2026, its #4 holding.
  • DeLarme Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DeLarme Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.