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

Independent Solutions 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 		$11.3M Buy
15,125
+1,160
+8% +$845K 1.48% 9
2026
Q1 		$9.12M Buy
13,965
+3,663
+36% +$2.5M 1.34% 16
2025
Q4 		$7.06M Buy
10,302
+1,446
+16% +$982K 1.3% 21
2025
Q3 		$5.93M Sell
8,856
-94
-1% -$60.5K 1.05% 27
2025
Q2 		$5.56M Sell
8,950
-1,523
-15% -$874K 1.09% 24
2025
Q1 		$5.86M Sell
10,473
-251
-2% -$148K 1.31% 21
2024
Q4 		$6.31M Buy
10,724
+9,799
+1,059% +$5.8M 1.38% 21
2024
Q3 		$534K Buy
925
+283
+44% +$157K 0.12% 114
2024
Q2 		$351K Buy
642
+153
+31% +$80.5K 0.08% 135
2024
Q1 		$257K Buy
+489
New +$245K 0.06% 157
2023
Q4 		– Sell
-804
Closed -$345K – 186
2023
Q3 		$345K Buy
804
+260
+48% +$116K 0.09% 150
2023
Q2 		$242K Buy
+544
New +$229K 0.06% 190
2023
Q1 		– Sell
-1,020
Closed -$392K – 219
2022
Q4 		$392K Buy
+1,020
New +$394K 0.12% 137
2022
Q1 		– Sell
-707
Closed -$337K – 223
2021
Q4 		$337K Buy
+707
New +$326K 0.08% 170

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Independent Solutions Wealth Management's IVV Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 8.3% in Q2 2026, buying an estimated $845K and bringing the position to 15,125 shares worth $11.3M. The position accounts for 1.48% of the portfolio, ranked #9.

Independent Solutions Wealth Management first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Independent Solutions Wealth Management held 15,125 shares of iShares Core S&P 500 ETF worth $11.3M as of Q2 2026.
  • Independent Solutions Wealth Management bought 1,160 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $845K.
  • iShares Core S&P 500 ETF made up 1.48% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.