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

Liberty 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 		$28.8M Hold
44,109
– – 3.6% 5
2026
Q1 		$28.8M Buy
44,109
+3,772
+9% +$2.58M 3.6% 5
2025
Q4 		$27.6M Buy
40,337
+78
+0.2% +$53K 3.56% 8
2025
Q3 		$26.9M Buy
40,259
+418
+1% +$269K 3.79% 8
2025
Q2 		$24.7M Sell
39,841
-4,425
-10% -$2.54M 3.88% 7
2025
Q1 		$24.9M Sell
44,266
-15,547
-26% -$9.18M 4.75% 5
2024
Q4 		$35.2M Sell
59,813
-11,922
-17% -$7.06M 5.87% 1
2024
Q3 		$41.4M Sell
71,735
-1,249
-2% -$694K 7.03% 1
2024
Q2 		$39.9M Sell
72,984
-42,088
-37% -$22.1M 7.32% 1
2024
Q1 		$60.5M Sell
115,072
-10,330
-8% -$5.17M 11.81% 1
2023
Q4 		$59.9M Buy
125,402
+12,045
+11% +$5.39M 12.84% 1
2023
Q3 		$48.7M Buy
113,357
+7,979
+8% +$3.57M 12.11% 1
2023
Q2 		$47M Buy
105,378
+832
+0.8% +$351K 11.6% 1
2023
Q1 		$43.1M Buy
+104,546
New +$41.9M 8.89% 1
2022
Q3 		$35.2M Buy
98,220
+5,348
+6% +$2.14M 9.39% 2
2022
Q2 		$35.2M Buy
92,872
+7,531
+9% +$3.1M 14.28% 1
2022
Q1 		$38.6M Buy
+85,341
New +$38.2M 13.92% 1
2021
Q4 		– Sell
-57,132
Closed -$26.3M – 15
2021
Q3 		$24.6M Buy
57,132
+1,472
+3% +$652K 8.78% 1
2021
Q2 		$23.9M Buy
55,660
+12,775
+30% +$5.35M 9.3% 2
2021
Q1 		$16.2M Hold
42,885
– – 7.91% 2
2020
Q4 		$16.2M Buy
42,885
+1,914
+5% +$681K 7.92% 2
2020
Q3 		$13.8M Buy
40,971
+4,750
+13% +$1.58M 8.12% 2
2020
Q2 		$11.2M Sell
36,221
-1,771
-5% -$520K 7.89% 2
2020
Q1 		$9.88M Buy
37,992
+9,885
+35% +$3.03M 8.63% 2
2019
Q4 		$9.09M Buy
28,107
+9,086
+48% +$2.81M 7.16% 2
2019
Q3 		$5.68M Buy
19,021
+1,603
+9% +$476K 5.37% 2
2019
Q2 		$5.13M Buy
17,418
+3,019
+21% +$875K 4.5% 3
2019
Q1 		$4.1M Buy
14,399
+1,874
+15% +$512K 3.09% 6
2018
Q4 		$3.15M Buy
+12,525
New +$3.4M 2.35% 8

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

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

Liberty Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 44,109 shares worth $28.8M. The position accounts for 3.6% of the portfolio, ranked #5.

Liberty Wealth Management first reported a position in IVV in Q4 2018 and has held it in 29 quarters since. The position peaked at $60.5M in Q1 2024. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Liberty Wealth Management held 44,109 shares of iShares Core S&P 500 ETF worth $28.8M as of Q2 2026.
  • Liberty Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 3.6% of Liberty Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Liberty Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • Liberty Wealth Management's iShares Core S&P 500 ETF position peaked at $60.5M in Q1 2024.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.