MB Generational Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

MB Generational Wealth’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	$3.17M	Sell	4,227 -44	-1%	-$32K	1.55%	15
2026 Q1	$2.79M	Sell	4,271 -550	-11%	-$376K	1.54%	14
2025 Q4	$3.3M	Sell	4,821 -7	-0.1%	-$4.75K	1.75%	14
2025 Q3	$3.23M	Buy	+4,828	New	+$3.11M	2.05%	13
2025 Q1	$2.78M	Hold	4,952	–	–	2.08%	10
2024 Q4	$2.92M	Hold	4,952	–	–	2.14%	10
2024 Q3	$2.86M	Hold	4,952	–	–	2.06%	10
2024 Q2	$2.71M	Sell	4,952 -259	-5%	-$136K	2.1%	10
2024 Q1	$2.74M	Sell	5,211 -177	-3%	-$88.6K	2.15%	10
2023 Q4	$2.57M	Buy	+5,388	New	+$2.41M	2.42%	10

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

MB Generational Wealth's IVV Position: Q2 2026 in Review

MB Generational Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $32K and leaving 4,227 shares worth $3.17M. The position accounts for 1.55% of the portfolio, ranked #15.

MB Generational Wealth first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.3M in Q4 2025. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MB Generational Wealth held 4,227 shares of iShares Core S&P 500 ETF worth $3.17M as of Q2 2026.
MB Generational Wealth sold 44 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $32K.
iShares Core S&P 500 ETF made up 1.55% of MB Generational Wealth's portfolio in Q2 2026, its #15 holding.
MB Generational Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
MB Generational Wealth's iShares Core S&P 500 ETF position peaked at $3.3M in Q4 2025.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.