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

Dynasty 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	$917M	Buy	1,224,077 +30,651	+3%	+$22.3M	6.81%	1
2026 Q1	$780M	Buy	1,193,426 +132,413	+12%	+$90.4M	6.8%	1
2025 Q4	$727M	Buy	1,061,013 +154,925	+17%	+$105M	7.14%	1
2025 Q3	$606M	Buy	906,088 +168,314	+23%	+$108M	8.1%	1
2025 Q2	$458M	Sell	737,774 -92,503	-11%	-$53.1M	7.81%	2
2025 Q1	$467M	Buy	830,277 +4,478	+0.5%	+$2.64M	7.77%	1
2024 Q4	$486M	Buy	825,799 +185,944	+29%	+$110M	8.39%	1
2024 Q3	$369M	Sell	639,855 -17,043	-3%	-$9.48M	11.15%	1
2024 Q2	$359M	Buy	656,898 +135,809	+26%	+$71.4M	10.6%	1
2024 Q1	$274M	Buy	+521,089	New	+$261M	8.74%	1

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

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

Dynasty Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.6% in Q2 2026, buying an estimated $22.3M and bringing the position to 1,224,077 shares worth $917M. The position accounts for 6.81% of the portfolio, ranked #1.

Dynasty Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Dynasty Wealth Management held 1,224,077 shares of iShares Core S&P 500 ETF worth $917M as of Q2 2026.
Dynasty Wealth Management bought 30,651 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $22.3M.
iShares Core S&P 500 ETF made up 6.81% of Dynasty Wealth Management's portfolio in Q2 2026, its #1 holding.
Dynasty Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.