IIM
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InTrack Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

InTrack Investment 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 		$9.52M Buy
12,709
+2,026
+19% +$1.48M 4.72% 1
2026
Q1 		$6.98M Buy
10,683
+1,041
+11% +$711K 3.98% 1
2025
Q4 		$6.6M Sell
9,642
-60
-0.6% -$40.7K 3.69% 3
2025
Q3 		$6.49M Buy
9,702
+973
+11% +$627K 3.88% 2
2025
Q2 		$5.42M Buy
8,729
+2,691
+45% +$1.55M 3.64% 3
2025
Q1 		$3.39M Buy
6,038
+1,750
+41% +$1.03M 3.08% 6
2024
Q4 		$2.51M Buy
4,288
+321
+8% +$190K 1.75% 12
2024
Q3 		$2.29M Buy
3,967
+699
+21% +$389K 1.62% 14
2024
Q2 		$1.79M Buy
3,268
+30
+0.9% +$15.8K 1.27% 17
2024
Q1 		$1.7M Buy
3,238
+128
+4% +$64K 1.26% 17
2023
Q4 		$1.49M Sell
3,110
-29
-0.9% -$13K 1.12% 21
2023
Q3 		$1.35M Buy
3,139
+1,180
+60% +$528K 1.19% 19
2023
Q2 		$873K Buy
+1,959
New +$826K 0.71% 46

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

InTrack Investment Management's IVV Position: Q2 2026 in Review

InTrack Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $1.48M and bringing the position to 12,709 shares worth $9.52M. The position accounts for 4.72% of the portfolio, ranked #1.

InTrack Investment Management first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • InTrack Investment Management held 12,709 shares of iShares Core S&P 500 ETF worth $9.52M as of Q2 2026.
  • InTrack Investment Management bought 2,026 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.48M.
  • iShares Core S&P 500 ETF made up 4.72% of InTrack Investment Management's portfolio in Q2 2026, its #1 holding.
  • InTrack Investment Management first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on InTrack Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.