Diversify Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Diversify Wealth Management's IVV Position: Q2 2026 in Review
Diversify Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $19.6M and bringing the position to 128,359 shares worth $95.3M. The position accounts for 1.59% of the portfolio, ranked #6.
Diversify Wealth Management first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Diversify Wealth Management held 128,359 shares of iShares Core S&P 500 ETF worth $95.3M as of Q2 2026.
- Diversify Wealth Management bought 26,944 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $19.6M.
- iShares Core S&P 500 ETF made up 1.59% of Diversify Wealth Management's portfolio in Q2 2026, its #6 holding.
- Diversify Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.