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

Maxele 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	$4.5M	Buy	+6,003	New	+$4.37M	3.14%	8
2025 Q4	$4.11M	Sell	5,993 -38	-0.6%	-$25.8K	3.34%	7
2025 Q3	$4.04M	Buy	6,031 +9	+0.1%	+$5.8K	3.48%	7
2025 Q2	$3.74M	Sell	6,022 -227	-4%	-$130K	3.26%	8
2025 Q1	$3.51M	Buy	6,249 +2	+0%	+$1.18K	3.39%	6
2024 Q4	$3.68M	Buy	+6,247	New	+$3.7M	3.51%	5
2022 Q3	$2.19M	Sell	6,105 -134	-2%	-$53.5K	3.68%	7
2022 Q2	$2.37M	Sell	6,239 -297	-5%	-$122K	3.71%	7
2022 Q1	$2.97M	Sell	6,536 -366	-5%	-$164K	3.68%	7
2021 Q4	$3.29M	Buy	+6,902	New	+$3.18M	3.8%	6

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

Maxele Advisors's IVV Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 6,003 shares worth $4.5M. The stake represents 3.14% of the portfolio and ranks #8 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IVV as recently as Q4 2025.

Maxele Advisors first reported a position in IVV in Q4 2021 and has held it in 10 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Maxele Advisors held 6,003 shares of iShares Core S&P 500 ETF worth $4.5M as of Q2 2026.
iShares Core S&P 500 ETF was a new Maxele Advisors position in Q2 2026.
iShares Core S&P 500 ETF made up 3.14% of Maxele Advisors's portfolio in Q2 2026, its #8 holding.
Maxele Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 10 quarters since.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.