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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
2023
Q3 		– Sell
-4,230
Closed -$1.87M – 187
2023
Q2 		$1.87M Buy
+4,230
New +$1.78M 0.68% 55

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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. 1,947 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.
  • 1,947 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.