Elevatus Welath Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Elevatus Welath 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	$547K	Buy	730 +44	+6%	+$32K	0.13%	120
2026 Q1	$448K	Buy	686 +1	+0.1%	+$683	0.24%	78
2025 Q4	$469K	Sell	685 -7	-1%	-$4.75K	0.13%	91
2025 Q3	$463K	Buy	692 +286	+70%	+$184K	0.13%	77
2025 Q2	$252K	Buy	406 +2	+0.5%	+$1.15K	0.08%	95
2025 Q1	$227K	Sell	404 -9	-2%	-$5.32K	0.13%	90
2024 Q4	$243K	Sell	413 -7	-2%	-$4.14K	0.08%	85
2024 Q3	$242K	Sell	420 -13	-3%	-$7.23K	0.08%	82
2024 Q2	$237K	Buy	433 +9	+2%	+$4.73K	0.09%	88
2024 Q1	$223K	Buy	+424	New	+$212K	0.09%	84

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Elevatus Welath Management's IVV Position: Q2 2026 in Review

Elevatus Welath Management increased its iShares Core S&P 500 ETF (IVV) stake by 6.4% in Q2 2026, buying an estimated $32K and bringing the position to 730 shares worth $547K. The position accounts for 0.13% of the portfolio, ranked #120.

Elevatus Welath Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Elevatus Welath Management held 730 shares of iShares Core S&P 500 ETF worth $547K as of Q2 2026.
Elevatus Welath Management bought 44 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32K.
iShares Core S&P 500 ETF made up 0.13% of Elevatus Welath Management's portfolio in Q2 2026, its #120 holding.
Elevatus Welath Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.