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

IMG 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	$202K	Buy	270 +93	+53%	+$67.7K	0.11%	108
2026 Q1	$116K	Sell	177 -450	-72%	-$307K	0.07%	134
2025 Q4	$429K	Buy	627 +242	+63%	+$164K	0.27%	53
2025 Q3	$258K	Buy	385 +8	+2%	+$5.15K	0.17%	71
2025 Q2	$234K	Buy	377 +238	+171%	+$137K	0.18%	71
2025 Q1	$78.1K	Buy	+139	New	+$82.1K	0.07%	120

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

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

IMG Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 53% in Q2 2026, buying an estimated $67.7K and bringing the position to 270 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #108.

IMG Wealth Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $429K in Q4 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

IMG Wealth Management held 270 shares of iShares Core S&P 500 ETF worth $202K as of Q2 2026.
IMG Wealth Management bought 93 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $67.7K.
iShares Core S&P 500 ETF made up 0.11% of IMG Wealth Management's portfolio in Q2 2026, its #108 holding.
IMG Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
IMG Wealth Management's iShares Core S&P 500 ETF position peaked at $429K in Q4 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.