Infinity Wealth Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History

Infinity Wealth Counsel’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	$5.61M	Buy	7,486 +73	+1%	+$53.2K	4.53%	3
2026 Q1	$4.84M	Buy	7,413 +38	+0.5%	+$25.9K	4.45%	3
2025 Q4	$5.05M	Sell	7,375 -407	-5%	-$276K	4.6%	3
2025 Q3	$5.21M	Buy	7,782 +17	+0.2%	+$10.9K	5.05%	2
2025 Q2	$4.82M	Sell	7,765 -16	-0.2%	-$9.19K	4.86%	4
2025 Q1	$4.37M	Sell	7,781 -78	-1%	-$46.1K	4.72%	3
2024 Q4	$4.63M	Buy	+7,859	New	+$4.65M	4.94%	4

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

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

Infinity Wealth Counsel's IVV Position: Q2 2026 in Review

Infinity Wealth Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 0.98% in Q2 2026, buying an estimated $53.2K and bringing the position to 7,486 shares worth $5.61M. The position accounts for 4.53% of the portfolio, ranked #3.

Infinity Wealth Counsel first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,282 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Infinity Wealth Counsel held 7,486 shares of iShares Core S&P 500 ETF worth $5.61M as of Q2 2026.
Infinity Wealth Counsel bought 73 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $53.2K.
iShares Core S&P 500 ETF made up 4.53% of Infinity Wealth Counsel's portfolio in Q2 2026, its #3 holding.
Infinity Wealth Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,282 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.