DWM
IVV icon

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

Drive 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 		$27.2M Sell
36,359
-3,634
-9% -$2.65M 4.85% 3
2026
Q1 		$26.1M Sell
39,993
-890
-2% -$608K 5.51% 2
2025
Q4 		$28M Sell
40,883
-1,852
-4% -$1.26M 5.47% 1
2025
Q3 		$28.6M Sell
42,735
-3,589
-8% -$2.31M 6.06% 1
2025
Q2 		$28.8M Sell
46,324
-1,078
-2% -$619K 6.3% 1
2025
Q1 		$26.6M Sell
47,402
-3,377
-7% -$1.99M 6.26% 1
2024
Q4 		$29.9M Sell
50,779
-7,976
-14% -$4.72M 7.33% 1
2024
Q3 		$33.9M Buy
58,755
+433
+0.7% +$241K 8.82% 1
2024
Q2 		$31.9M Buy
58,322
+4,612
+9% +$2.43M 8.61% 1
2024
Q1 		$28.2M Buy
53,710
+9,674
+22% +$4.84M 7.91% 1
2023
Q4 		$21M Buy
44,036
+11,944
+37% +$5.35M 6.78% 1
2023
Q3 		$13.8M Buy
32,092
+9,277
+41% +$4.15M 5.05% 2
2023
Q2 		$10.2M Buy
22,815
+16,876
+284% +$7.11M 3.77% 3
2023
Q1 		$2.44M Buy
5,939
+3,691
+164% +$1.48M 1.02% 17
2022
Q4 		$864K Buy
2,248
+670
+42% +$259K 0.43% 52
2022
Q3 		$566K Buy
1,578
+53
+3% +$21.2K 0.54% 47
2022
Q2 		$578K Sell
1,525
-2
-0.1% -$823 0.53% 48
2022
Q1 		$693K Buy
+1,527
New +$683K 0.58% 43

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Drive Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 9.1% in Q2 2026, selling an estimated $2.65M and leaving 36,359 shares worth $27.2M. The position accounts for 4.85% of the portfolio, ranked #3.

Drive Wealth Management first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. The position peaked at $33.9M in Q3 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Drive Wealth Management held 36,359 shares of iShares Core S&P 500 ETF worth $27.2M as of Q2 2026.
  • Drive Wealth Management sold 3,634 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.65M.
  • iShares Core S&P 500 ETF made up 4.85% of Drive Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Drive Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • Drive Wealth Management's iShares Core S&P 500 ETF position peaked at $33.9M in Q3 2024.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.