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

DWR 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 		$17.3M Sell
23,234
-1,257
-5% -$915K 12.94% 1
2026
Q1 		$15.5M Sell
24,491
-652
-3% -$445K 13.53% 1
2025
Q4 		$17.3M Buy
+25,143
New +$17.1M 16.1% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

DWR Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 5.1% in Q2 2026, selling an estimated $915K and leaving 23,234 shares worth $17.3M. The position accounts for 12.94% of the portfolio, ranked #1.

DWR Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.3M in Q4 2025. 1,481 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • DWR Wealth Management held 23,234 shares of iShares Core S&P 500 ETF worth $17.3M as of Q2 2026.
  • DWR Wealth Management sold 1,257 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $915K.
  • iShares Core S&P 500 ETF made up 12.94% of DWR Wealth Management's portfolio in Q2 2026, its #1 holding.
  • DWR Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • DWR Wealth Management's iShares Core S&P 500 ETF position peaked at $17.3M in Q4 2025.
  • 1,481 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.