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

Denver 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	$1.74M	Buy	2,322 +31	+1%	+$22.6K	0.5%	29
2026 Q1	$1.5M	Buy	2,291 +1,415	+162%	+$966K	0.51%	27
2025 Q4	$600K	Buy	876 +6	+0.7%	+$4.07K	0.21%	49
2025 Q3	$582K	Buy	870 +3	+0.3%	+$1.93K	0.21%	49
2025 Q2	$538K	Buy	867 +299	+53%	+$172K	0.22%	49
2025 Q1	$319K	Buy	+568	New	+$335K	0.15%	68

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

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

Denver Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,322 shares worth $1.74M. The position accounts for 0.5% of the portfolio, ranked #29.

Denver Wealth Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Denver Wealth Management held 2,322 shares of iShares Core S&P 500 ETF worth $1.74M as of Q2 2026.
Denver Wealth Management bought 31 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $22.6K.
iShares Core S&P 500 ETF made up 0.5% of Denver Wealth Management's portfolio in Q2 2026, its #29 holding.
Denver Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Denver Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.