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

Elmwood 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 		$3.89M Hold
5,196
– – 0.97% 38
2026
Q1 		$3.39M Buy
+5,196
New +$3.55M 0.94% 39
2022
Q1 		– Sell
-50
Closed -$24K – 209
2021
Q4 		$24K Buy
+50
New +$23K 0.01% 238
2021
Q2 		$21K Hold
50
– – 0.01% 218
2021
Q1 		$20K Buy
+50
New +$19.4K 0.01% 217

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Elmwood Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 5,196 shares worth $3.89M. The position accounts for 0.97% of the portfolio, ranked #38.

Elmwood Wealth Management first reported a position in IVV in Q1 2021 and has held it in 5 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Elmwood Wealth Management held 5,196 shares of iShares Core S&P 500 ETF worth $3.89M as of Q2 2026.
  • Elmwood Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.97% of Elmwood Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Elmwood Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 5 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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