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

Koa Wealth 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 		– Sell
-1,007
Closed -$658K – 58
2026
Q1 		$658K Sell
1,007
-23
-2% -$15.7K 0.48% 41
2025
Q4 		$705K Buy
+1,030
New +$699K 0.48% 42

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Koa Wealth Management's IVV Position: Q2 2026 in Review

Koa Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 1,007 shares — an estimated $658K sold.

Koa Wealth Management first reported a position in IVV in Q4 2025 and held it in 2 quarters. The position peaked at $705K in Q4 2025. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Koa Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Koa Wealth Management sold 1,007 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $658K.
  • Koa Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 2 quarters.
  • Koa Wealth Management's iShares Core S&P 500 ETF position peaked at $705K in Q4 2025.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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