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

Instrumental Wealth’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	$14.3M	Buy	19,073 +754	+4%	+$549K	7.23%	5
2026 Q1	$12M	Buy	18,319 +208	+1%	+$142K	7.36%	5
2025 Q4	$12.5M	Buy	18,111 +3,388	+23%	+$2.3M	7.52%	5
2025 Q3	$10.1M	Buy	14,723 +401	+3%	+$258K	7.06%	5
2025 Q2	$8.95M	Buy	14,322 +129	+0.9%	+$74.1K	7.12%	5
2025 Q1	$7.85M	Buy	14,193 +571	+4%	+$337K	7.11%	6
2024 Q4	$8.21M	Buy	13,622 +413	+3%	+$244K	7.77%	6
2024 Q3	$7.76M	Buy	13,209 +163	+1%	+$90.6K	7.56%	6
2024 Q2	$7.06M	Buy	13,046 +293	+2%	+$154K	7.3%	6
2024 Q1	$6.79M	Sell	12,753 -2,096	-14%	-$1.05M	2.96%	7
2023 Q4	$7.24M	Sell	14,849 -367	-2%	-$164K	7.82%	6
2023 Q3	$6.67M	Sell	15,216 -406	-3%	-$182K	7.78%	6
2023 Q2	$7M	Buy	15,622 +6	+0%	+$2.53K	8.42%	6
2023 Q1	$6.4M	Buy	+15,616	New	+$6.26M	8.45%	6

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Instrumental Wealth's IVV Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 4.1% in Q2 2026, buying an estimated $549K and bringing the position to 19,073 shares worth $14.3M. The position accounts for 7.23% of the portfolio, ranked #5.

Instrumental Wealth first reported a position in IVV in Q1 2023 and has held it in 14 quarters since. 1,533 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Instrumental Wealth held 19,073 shares of iShares Core S&P 500 ETF worth $14.3M as of Q2 2026.
Instrumental Wealth bought 754 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $549K.
iShares Core S&P 500 ETF made up 7.23% of Instrumental Wealth's portfolio in Q2 2026, its #5 holding.
Instrumental Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,533 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.