Discipline Wealth Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Discipline Wealth Solutions’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	$5.09M	Buy	6,794 +123	+2%	+$89.6K	0.44%	44
2026 Q1	$4.36M	Buy	6,671 +975	+17%	+$666K	0.46%	44
2025 Q4	$3.9M	Sell	5,696 -251	-4%	-$170K	0.72%	30
2025 Q3	$3.98M	Buy	5,947 +891	+18%	+$574K	1.05%	21
2025 Q2	$3.14M	Buy	5,056 +501	+11%	+$288K	1.2%	16
2025 Q1	$2.56M	Sell	4,555 -99	-2%	-$58.5K	1.22%	15
2024 Q4	$2.74M	Buy	4,654 +99	+2%	+$58.6K	1.27%	15
2024 Q3	$2.63M	Buy	4,555 +4,172	+1,089%	+$2.32M	1.39%	13
2024 Q2	$210K	Buy	+383	New	+$201K	0.17%	27

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

Discipline Wealth Solutions's IVV Position: Q2 2026 in Review

Discipline Wealth Solutions increased its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, buying an estimated $89.6K and bringing the position to 6,794 shares worth $5.09M. The position accounts for 0.44% of the portfolio, ranked #44.

Discipline Wealth Solutions first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Discipline Wealth Solutions held 6,794 shares of iShares Core S&P 500 ETF worth $5.09M as of Q2 2026.
Discipline Wealth Solutions bought 123 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $89.6K.
iShares Core S&P 500 ETF made up 0.44% of Discipline Wealth Solutions's portfolio in Q2 2026, its #44 holding.
Discipline Wealth Solutions first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.