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

High Point 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	$2.66M	Buy	3,547 +7	+0.2%	+$5.1K	2.17%	9
2026 Q1	$2.31M	Sell	3,540 -95	-3%	-$64.9K	2.23%	9
2025 Q4	$2.49M	Buy	+3,635	New	+$2.47M	2.34%	9

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

High Point Wealth Management's IVV Position: Q2 2026 in Review

High Point Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q2 2026, buying an estimated $5.1K and bringing the position to 3,547 shares worth $2.66M. The position accounts for 2.17% of the portfolio, ranked #9.

High Point Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

High Point Wealth Management held 3,547 shares of iShares Core S&P 500 ETF worth $2.66M as of Q2 2026.
High Point Wealth Management bought 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
iShares Core S&P 500 ETF made up 2.17% of High Point Wealth Management's portfolio in Q2 2026, its #9 holding.
High Point Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.