EW
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Enzi Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Enzi Wealth’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 		$43M Buy
56,898
+744
+1% +$542K 13.61% 2
2026
Q1 		$36.7M Buy
56,154
+1,302
+2% +$889K 12.73% 2
2025
Q4 		$38M Sell
54,852
-6,090
-10% -$4.14M 13.41% 2
2025
Q3 		$40.5M Sell
60,942
-363
-0.6% -$234K 14.23% 1
2025
Q2 		$38.4M Sell
61,305
-727
-1% -$417K 14.07% 1
2025
Q1 		$34.1M Buy
62,032
+1,235
+2% +$729K 13.79% 2
2024
Q4 		$37M Sell
60,797
-458
-0.7% -$271K 14.11% 2
2024
Q3 		$36M Buy
61,255
+387
+0.6% +$215K 14.06% 2
2024
Q2 		$33.9M Sell
60,868
-1,140
-2% -$599K 14.94% 2
2024
Q1 		$31.4M Sell
62,008
-2,718
-4% -$1.36M 14.76% 2
2023
Q4 		$32.1M Sell
64,726
-8,436
-12% -$3.78M 15.45% 2
2023
Q3 		$31.7M Sell
73,162
-3,301
-4% -$1.48M 16.82% 2
2023
Q2 		$34.6M Sell
76,463
-8,064
-10% -$3.4M 17.59% 2
2023
Q1 		$35.1M Sell
84,527
-12,957
-13% -$5.19M 18.04% 1
2022
Q4 		$39.2M Buy
97,484
+794
+0.8% +$306K 18.72% 1
2022
Q3 		$38.7M Buy
+96,690
New +$38.6M 18.96% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Enzi Wealth's IVV Position: Q2 2026 in Review

Enzi Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, buying an estimated $542K and bringing the position to 56,898 shares worth $43M. The position accounts for 13.61% of the portfolio, ranked #2.

Enzi Wealth first reported a position in IVV in Q3 2022 and has held it in 16 quarters since. 1,022 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Enzi Wealth held 56,898 shares of iShares Core S&P 500 ETF worth $43M as of Q2 2026.
  • Enzi Wealth bought 744 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $542K.
  • iShares Core S&P 500 ETF made up 13.61% of Enzi Wealth's portfolio in Q2 2026, its #2 holding.
  • Enzi Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.