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

Elk River 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 		$32.8M Sell
43,782
-5,867
-12% -$4.27M 5.22% 4
2026
Q1 		$32.4M Sell
49,649
-443
-0.9% -$303K 5.39% 4
2025
Q4 		$34.2M Sell
50,092
-1,376
-3% -$934K 5.49% 4
2025
Q3 		$34.4M Buy
51,468
+418
+0.8% +$269K 5.52% 4
2025
Q2 		$31.7M Buy
51,050
+58
+0.1% +$33.3K 5.45% 4
2025
Q1 		$28.7M Buy
50,992
+1,088
+2% +$642K 5.36% 4
2024
Q4 		$29.4M Sell
49,904
-989
-2% -$585K 5.32% 4
2024
Q3 		$29.4M Buy
50,893
+850
+2% +$473K 5.34% 4
2024
Q2 		$27.4M Buy
50,043
+377
+0.8% +$198K 5.36% 4
2024
Q1 		$26.1M Sell
49,666
-9,995
-17% -$5M 5.31% 4
2023
Q4 		$28.5M Buy
59,661
+385
+0.6% +$172K 5.48% 4
2023
Q3 		$25.6M Buy
59,276
+239
+0.4% +$107K 5.66% 4
2023
Q2 		$26.3M Buy
59,037
+591
+1% +$249K 5.63% 4
2023
Q1 		$24M Buy
58,446
+9,071
+18% +$3.64M 5.45% 4
2022
Q4 		$19M Buy
49,375
+1,080
+2% +$417K 4.59% 4
2022
Q3 		$17.3M Buy
48,295
+771
+2% +$308K 4.57% 5
2022
Q2 		$18M Buy
47,524
+2,549
+6% +$1.05M 4.56% 5
2022
Q1 		$20.4M Buy
44,975
+3,896
+9% +$1.74M 4.46% 5
2021
Q4 		$19.6M Buy
41,079
+984
+2% +$453K 4.44% 5
2021
Q3 		$17.3M Buy
40,095
+3,210
+9% +$1.42M 4.37% 4
2021
Q2 		$15.9M Buy
36,885
+1,580
+4% +$662K 4.11% 4
2021
Q1 		$14M Buy
35,305
+2,876
+9% +$1.11M 4% 4
2020
Q4 		$12.2M Buy
+32,429
New +$11.5M 4.02% 4

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Elk River Wealth Management's IVV Position: Q2 2026 in Review

Elk River Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $4.27M and leaving 43,782 shares worth $32.8M. The position accounts for 5.22% of the portfolio, ranked #4.

Elk River Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $34.4M in Q3 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Elk River Wealth Management held 43,782 shares of iShares Core S&P 500 ETF worth $32.8M as of Q2 2026.
  • Elk River Wealth Management sold 5,867 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.27M.
  • iShares Core S&P 500 ETF made up 5.22% of Elk River Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Elk River Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Elk River Wealth Management's iShares Core S&P 500 ETF position peaked at $34.4M in Q3 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Elk River Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.