Dynamic Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Dynamic Wealth Strategies’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	$50.2K	Hold	67	–	–	0.03%	157
2026 Q1	$43.8K	Hold	67	–	–	0.03%	158
2025 Q4	$45.9K	Hold	67	–	–	0.03%	143
2025 Q3	$44.8K	Hold	67	–	–	0.03%	134
2025 Q2	$41.6K	Hold	67	–	–	0.03%	131
2025 Q1	$37.6K	Buy	+67	New	+$39.6K	0.03%	141
2024 Q4	–	Sell	-67	Closed	-$39K	–	147
2024 Q3	$39K	Hold	67	–	–	0.03%	141
2024 Q2	$37K	Hold	67	–	–	0.03%	133
2024 Q1	$35K	Hold	67	–	–	0.03%	137
2023 Q4	$32K	Buy	+67	New	+$30K	0.03%	131

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Dynamic Wealth Strategies's IVV Position: Q2 2026 in Review

Dynamic Wealth Strategies held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 67 shares worth $50.2K. The position accounts for 0.03% of the portfolio, ranked #157.

Dynamic Wealth Strategies first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 1,929 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Dynamic Wealth Strategies held 67 shares of iShares Core S&P 500 ETF worth $50.2K as of Q2 2026.
Dynamic Wealth Strategies left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #157 holding.
Dynamic Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
1,929 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.