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

Invera Wealth Advisors’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	$918K	Buy	1,226 +1	+0.1%	+$728	0.49%	57
2026 Q1	$800K	Sell	1,225 -134	-10%	-$91.5K	0.51%	60
2025 Q4	$931K	Sell	1,359 -159	-10%	-$108K	0.59%	51
2025 Q3	$1.02M	Buy	1,518 +6	+0.4%	+$3.86K	0.63%	52
2025 Q2	$939K	Sell	1,512 -2,067	-58%	-$1.19M	0.61%	52
2025 Q1	$2.01M	Buy	+3,579	New	+$2.11M	1.3%	26
2024 Q1	–	Sell	-1,410	Closed	-$673K	–	81
2023 Q4	$673K	Buy	+1,410	New	+$631K	0.42%	69

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Invera Wealth Advisors's IVV Position: Q2 2026 in Review

Invera Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, buying an estimated $728 and bringing the position to 1,226 shares worth $918K. The position accounts for 0.49% of the portfolio, ranked #57.

Invera Wealth Advisors first reported a position in IVV in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.01M in Q1 2025. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Invera Wealth Advisors held 1,226 shares of iShares Core S&P 500 ETF worth $918K as of Q2 2026.
Invera Wealth Advisors bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.49% of Invera Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Invera Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 7 quarters since.
Invera Wealth Advisors's iShares Core S&P 500 ETF position peaked at $2.01M in Q1 2025.
4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.