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

Manske 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	$615K	Sell	821 -230	-22%	-$167K	0.15%	119
2026 Q1	$687K	Sell	1,051 -105	-9%	-$71.7K	0.19%	95
2025 Q4	$792K	Sell	1,156 -189	-14%	-$128K	0.23%	82
2025 Q3	$900K	Buy	1,345 +204	+18%	+$131K	0.28%	72
2025 Q2	$708K	Buy	1,141 +6	+0.5%	+$3.44K	0.23%	84
2025 Q1	$638K	Buy	1,135 +419	+59%	+$247K	0.24%	85
2024 Q4	$421K	Buy	+716	New	+$424K	0.17%	105

Other funds holding IVV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

Manske Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 22% in Q2 2026, selling an estimated $167K and leaving 821 shares worth $615K. The position accounts for 0.15% of the portfolio, ranked #119.

Manske Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $900K in Q3 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Manske Wealth Management held 821 shares of iShares Core S&P 500 ETF worth $615K as of Q2 2026.
Manske Wealth Management sold 230 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $167K.
iShares Core S&P 500 ETF made up 0.15% of Manske Wealth Management's portfolio in Q2 2026, its #119 holding.
Manske Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Manske Wealth Management's iShares Core S&P 500 ETF position peaked at $900K in Q3 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.