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

Laurel Wealth Planning’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 		$4.09M Sell
5,466
-794
-13% -$578K 1.81% 24
2026
Q1 		$4.09M Buy
6,260
+190
+3% +$130K 2.16% 21
2025
Q4 		$4.16M Sell
6,070
-1,798
-23% -$1.22M 2.3% 19
2025
Q3 		$5.27M Sell
7,868
-1,157
-13% -$745K 2.79% 15
2025
Q2 		$5.6M Buy
9,025
+4,256
+89% +$2.44M 3.19% 13
2025
Q1 		$2.68M Sell
4,769
-5
-0.1% -$2.95K 1.78% 20
2024
Q4 		$2.81M Sell
4,774
-305
-6% -$181K 1.81% 19
2024
Q3 		$2.93M Sell
5,079
-78
-2% -$43.4K 1.91% 18
2024
Q2 		$2.82M Sell
5,157
-59
-1% -$31K 1.96% 17
2024
Q1 		$2.74M Sell
5,216
-358
-6% -$179K 1.82% 19
2023
Q4 		$2.66M Sell
5,574
-559
-9% -$250K 1.88% 18
2023
Q3 		$2.63M Sell
6,133
-474
-7% -$212K 2.05% 17
2023
Q2 		$2.94M Sell
6,607
-170
-3% -$71.6K 2.1% 18
2023
Q1 		$2.79M Sell
6,777
-1,310
-16% -$525K 1.85% 25
2022
Q4 		$3.11M Buy
8,087
+100
+1% +$38.6K 2% 20
2022
Q3 		$2.87M Sell
7,987
-35
-0.4% -$14K 2.11% 17
2022
Q2 		$3.04M Sell
8,022
-401
-5% -$165K 2.14% 15
2022
Q1 		$3.82M Sell
8,423
-610
-7% -$273K 2.58% 11
2021
Q4 		$4.31M Sell
9,033
-1,750
-16% -$806K 3.26% 9
2021
Q3 		$4.65M Sell
10,783
-286
-3% -$127K 3.75% 7
2021
Q2 		$4.76M Sell
11,069
-1,300
-11% -$545K 4.15% 6
2021
Q1 		$4.92M Sell
12,369
-2,086
-14% -$808K 4.5% 6
2020
Q4 		$5.43M Buy
+14,455
New +$5.15M 5.29% 4

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Laurel Wealth Planning's IVV Position: Q2 2026 in Review

Laurel Wealth Planning reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $578K and leaving 5,466 shares worth $4.09M. The position accounts for 1.81% of the portfolio, ranked #24.

Laurel Wealth Planning first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.6M in Q2 2025. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Laurel Wealth Planning held 5,466 shares of iShares Core S&P 500 ETF worth $4.09M as of Q2 2026.
  • Laurel Wealth Planning sold 794 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $578K.
  • iShares Core S&P 500 ETF made up 1.81% of Laurel Wealth Planning's portfolio in Q2 2026, its #24 holding.
  • Laurel Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Laurel Wealth Planning's iShares Core S&P 500 ETF position peaked at $5.6M in Q2 2025.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.