IWN
IVV icon

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

Independent Wealth Network’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 		$1.82M Buy
2,435
+620
+34% +$451K 0.46% 49
2026
Q1 		$1.19M Buy
1,815
+124
+7% +$84.7K 0.35% 75
2025
Q4 		$1.16M Buy
1,691
+139
+9% +$94.4K 0.35% 70
2025
Q3 		$1.04M Sell
1,552
-9
-0.6% -$5.8K 0.33% 74
2025
Q2 		$969K Buy
1,561
+42
+3% +$24.1K 0.35% 78
2025
Q1 		$854K Sell
1,519
-61
-4% -$36K 0.34% 80
2024
Q4 		$930K Sell
1,580
-161
-9% -$95.3K 0.38% 72
2024
Q3 		$1M Buy
1,741
+150
+9% +$83.4K 0.44% 57
2024
Q2 		$871K Sell
1,591
-42
-3% -$22.1K 0.41% 66
2024
Q1 		$858K Buy
1,633
+43
+3% +$21.5K 0.4% 64
2023
Q4 		$759K Sell
1,590
-9
-0.6% -$4.03K 0.4% 66
2023
Q3 		$687K Sell
1,599
-216
-12% -$96.6K 0.42% 60
2023
Q2 		$809K Buy
1,815
+77
+4% +$32.5K 0.49% 48
2023
Q1 		$715K Buy
1,738
+251
+17% +$101K 0.46% 48
2022
Q4 		$571K Sell
1,487
-678
-31% -$262K 0.39% 58
2022
Q3 		$777K Buy
2,165
+756
+54% +$302K 0.61% 36
2022
Q2 		$534K Buy
1,409
+141
+11% +$58K 0.38% 67
2022
Q1 		$575K Sell
1,268
-672
-35% -$301K 0.37% 72
2021
Q4 		$925K Buy
1,940
+516
+36% +$238K 0.57% 45
2021
Q3 		$665K Buy
+1,424
New +$631K 0.43% 61

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Independent Wealth Network's IVV Position: Q2 2026 in Review

Independent Wealth Network increased its iShares Core S&P 500 ETF (IVV) stake by 34% in Q2 2026, buying an estimated $451K and bringing the position to 2,435 shares worth $1.82M. The position accounts for 0.46% of the portfolio, ranked #49.

Independent Wealth Network first reported a position in IVV in Q3 2021 and has held it in 20 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Independent Wealth Network held 2,435 shares of iShares Core S&P 500 ETF worth $1.82M as of Q2 2026.
  • Independent Wealth Network bought 620 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $451K.
  • iShares Core S&P 500 ETF made up 0.46% of Independent Wealth Network's portfolio in Q2 2026, its #49 holding.
  • Independent Wealth Network first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.