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

Foguth 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	$805K	Sell	1,081 -26	-2%	-$18.9K	0.09%	92
2026 Q1	$842K	Buy	1,107 +316	+40%	+$216K	0.1%	90
2025 Q4	$543K	Buy	+791	New	+$537K	0.08%	94
2025 Q2	$364K	Sell	586 -56	-9%	-$32.2K	0.08%	97
2025 Q1	$361K	Buy	+642	New	+$379K	0.09%	104

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Foguth Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, selling an estimated $18.9K and leaving 1,081 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #92.

Foguth Wealth Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $842K in Q1 2026. 1,533 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Foguth Wealth Management held 1,081 shares of iShares Core S&P 500 ETF worth $805K as of Q2 2026.
Foguth Wealth Management sold 26 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.9K.
iShares Core S&P 500 ETF made up 0.09% of Foguth Wealth Management's portfolio in Q2 2026, its #92 holding.
Foguth Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Foguth Wealth Management's iShares Core S&P 500 ETF position peaked at $842K in Q1 2026.
1,533 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.