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

Iams 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	$376K	Buy	502 +8	+2%	+$5.83K	0.11%	157
2026 Q1	$323K	Sell	494 -7	-1%	-$4.78K	0.11%	164
2025 Q4	$343K	Buy	501 +2	+0.4%	+$1.36K	0.12%	154
2025 Q3	$334K	Buy	+499	New	+$321K	0.13%	144
2025 Q2	–	Sell	-1,382	Closed	-$777K	–	180
2025 Q1	$777K	Buy	1,382 +90	+7%	+$53.1K	0.36%	82
2024 Q4	$761K	Buy	1,292 +36	+3%	+$21.3K	0.35%	81
2024 Q3	$724K	Buy	1,256 +114	+10%	+$63.4K	0.36%	81
2024 Q2	$625K	Buy	1,142 +59	+5%	+$31K	0.34%	80
2024 Q1	$551K	Sell	1,083 -1,382	-56%	-$692K	0.34%	79
2023 Q4	$1.18M	Sell	2,465 -905	-27%	-$405K	0.76%	45
2023 Q3	$1.45M	Buy	+3,370	New	+$1.51M	1%	35
2023 Q2	–	Sell	-1,832	Closed	-$772K	–	184
2023 Q1	$744K	Buy	1,832 +431	+31%	+$173K	0.62%	56
2022 Q4	$538K	Buy	+1,401	New	+$541K	0.55%	63

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Iams Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $5.83K and bringing the position to 502 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #157.

Iams Wealth Management first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.45M in Q3 2023. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Iams Wealth Management held 502 shares of iShares Core S&P 500 ETF worth $376K as of Q2 2026.
Iams Wealth Management bought 8 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.83K.
iShares Core S&P 500 ETF made up 0.11% of Iams Wealth Management's portfolio in Q2 2026, its #157 holding.
Iams Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
Iams Wealth Management's iShares Core S&P 500 ETF position peaked at $1.45M in Q3 2023.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.