Drucker Wealth 3.0’s iShares Core S&P 500 ETF IVV Stock Holding History

Drucker Wealth 3.0’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	$646K	Buy	863 +349	+68%	+$254K	0.1%	149
2026 Q1	$336K	Buy	514 +9	+2%	+$6.15K	0.06%	195
2025 Q4	$346K	Sell	505 -76	-13%	-$51.6K	0.06%	192
2025 Q3	$389K	Hold	581	–	–	0.07%	181
2025 Q2	$364K	Sell	581 -51	-8%	-$29.3K	0.07%	173
2025 Q1	$355K	Sell	632 -98	-13%	-$57.9K	0.08%	131
2024 Q4	$430K	Sell	730 -302	-29%	-$179K	0.1%	119
2024 Q3	$595K	Sell	1,032 -279	-21%	-$155K	0.14%	103
2024 Q2	$717K	Buy	+1,311	New	+$689K	0.19%	91

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

Drucker Wealth 3.0's IVV Position: Q2 2026 in Review

Drucker Wealth 3.0 increased its iShares Core S&P 500 ETF (IVV) stake by 68% in Q2 2026, buying an estimated $254K and bringing the position to 863 shares worth $646K. The position accounts for 0.1% of the portfolio, ranked #149.

Drucker Wealth 3.0 first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $717K in Q2 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Drucker Wealth 3.0 held 863 shares of iShares Core S&P 500 ETF worth $646K as of Q2 2026.
Drucker Wealth 3.0 bought 349 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $254K.
iShares Core S&P 500 ETF made up 0.1% of Drucker Wealth 3.0's portfolio in Q2 2026, its #149 holding.
Drucker Wealth 3.0 first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's iShares Core S&P 500 ETF position peaked at $717K in Q2 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.