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

Greenup Street 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	$35.7M	Sell	47,688 -37,333	-44%	-$27.2M	4.35%	4
2026 Q1	$55.5M	Buy	85,021 +506	+0.6%	+$346K	7.82%	3
2025 Q4	$57.9M	Buy	84,515 +4,465	+6%	+$3.03M	8.36%	3
2025 Q3	$53.6M	Buy	80,050 +3,910	+5%	+$2.52M	8.23%	3
2025 Q2	$47.3M	Buy	76,140 +1,148	+2%	+$659K	8.23%	3
2025 Q1	$42.1M	Buy	74,992 +2,886	+4%	+$1.7M	8.35%	3
2024 Q4	$42.4M	Buy	72,106 +16,592	+30%	+$9.82M	8.43%	3
2024 Q3	$32M	Sell	55,514 -3,180	-5%	-$1.77M	6.61%	3
2024 Q2	$32.1M	Sell	58,694 -3,462	-6%	-$1.82M	7.56%	3
2024 Q1	$32.7M	Sell	62,156 -7,759	-11%	-$3.88M	8.2%	3
2023 Q4	$33.4M	Buy	69,915 +13,521	+24%	+$6.05M	9.29%	3
2023 Q3	$24.2M	Sell	56,394 -6,755	-11%	-$3.02M	7.91%	3
2023 Q2	$28.1M	Sell	63,149 -19,430	-24%	-$8.19M	7.69%	3
2023 Q1	$33.9M	Buy	82,579 +36,523	+79%	+$14.6M	11.93%	2
2022 Q4	$17.7M	Buy	46,056 +1,092	+2%	+$421K	7.38%	2
2022 Q3	$16.1M	Buy	44,964 +7,858	+21%	+$3.14M	7.27%	3
2022 Q2	$14.1M	Sell	37,106 -4,016	-10%	-$1.65M	6.62%	2
2022 Q1	$18.7M	Buy	41,122 +1,811	+5%	+$810K	10.3%	1
2021 Q4	$18.8M	Buy	+39,311	New	+$18.1M	11.02%	1

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 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

Greenup Street Wealth Management's IVV Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 44% in Q2 2026, selling an estimated $27.2M and leaving 47,688 shares worth $35.7M. The position accounts for 4.35% of the portfolio, ranked #4.

Greenup Street Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $57.9M in Q4 2025. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Greenup Street Wealth Management held 47,688 shares of iShares Core S&P 500 ETF worth $35.7M as of Q2 2026.
Greenup Street Wealth Management sold 37,333 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $27.2M.
iShares Core S&P 500 ETF made up 4.35% of Greenup Street Wealth Management's portfolio in Q2 2026, its #4 holding.
Greenup Street Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
Greenup Street Wealth Management's iShares Core S&P 500 ETF position peaked at $57.9M in Q4 2025.
2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.