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

Delos 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	$570K	Buy	761 +38	+5%	+$27.7K	0.29%	47
2026 Q1	$472K	Buy	723 +291	+67%	+$199K	0.27%	49
2025 Q4	$296K	Sell	432 -46	-10%	-$31.2K	0.2%	49
2025 Q3	$320K	Buy	478 +36	+8%	+$23.2K	0.22%	48
2025 Q2	$274K	Buy	442 +15	+4%	+$8.61K	0.21%	48
2025 Q1	$240K	Sell	427 -3	-0.7%	-$1.77K	0.19%	51
2024 Q4	$253K	Buy	430 +6	+1%	+$3.55K	0.2%	47
2024 Q3	$245K	Buy	424 +6	+1%	+$3.34K	0.21%	51
2024 Q2	$229K	Buy	418 +11	+3%	+$5.78K	0.22%	50
2024 Q1	$214K	Buy	407 +116	+40%	+$58K	0.24%	43
2023 Q4	$139K	Hold	291	–	–	0.2%	42
2023 Q3	$132K	Sell	291 -39	-12%	-$17.4K	0.16%	49
2023 Q2	$147K	Hold	330	–	–	0.19%	46
2023 Q1	$136K	Buy	330 +5	+2%	+$2K	0.17%	47
2022 Q4	$125K	Sell	325 -64	-16%	-$24.7K	0.19%	44
2022 Q3	$140K	Sell	389 -19	-5%	-$7.59K	0.17%	42
2022 Q2	$155K	Buy	408 +8	+2%	+$3.29K	0.17%	43
2022 Q1	$181K	Buy	400 +129	+48%	+$57.7K	0.18%	50
2021 Q4	$129K	Hold	271	–	–	0.12%	46
2021 Q3	$117K	Buy	+271	New	+$120K	0.13%	45

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

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

Delos Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q2 2026, buying an estimated $27.7K and bringing the position to 761 shares worth $570K. The position accounts for 0.29% of the portfolio, ranked #47.

Delos Wealth Advisors first reported a position in IVV in Q3 2021 and has held it in 20 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Delos Wealth Advisors held 761 shares of iShares Core S&P 500 ETF worth $570K as of Q2 2026.
Delos Wealth Advisors bought 38 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.7K.
iShares Core S&P 500 ETF made up 0.29% of Delos Wealth Advisors's portfolio in Q2 2026, its #47 holding.
Delos Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.