Greenline Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Greenline Wealth Management's IVV Position: Q2 2026 in Review
Greenline Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, selling an estimated $14.6K and leaving 484 shares worth $363K. The position accounts for 0.3% of the portfolio, ranked #76.
Greenline Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,092 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Greenline Wealth Management held 484 shares of iShares Core S&P 500 ETF worth $363K as of Q2 2026.
- Greenline Wealth Management sold 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
- iShares Core S&P 500 ETF made up 0.3% of Greenline Wealth Management's portfolio in Q2 2026, its #76 holding.
- Greenline Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 4,092 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.