MW
IVV icon

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

MBL 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 		$1.63M Buy
2,182
+36
+2% +$26.2K 0.11% 100
2026
Q1 		$1.4M Buy
2,146
+5
+0.2% +$3.41K 0.11% 101
2025
Q4 		$1.47M Hold
2,141
– – 0.12% 97
2025
Q3 		$1.43M Sell
2,141
-66
-3% -$42.5K 0.13% 90
2025
Q2 		$1.37M Buy
2,207
+80
+4% +$45.9K 0.13% 85
2025
Q1 		$1.2M Buy
2,127
+195
+10% +$115K 0.12% 81
2024
Q4 		$1.14M Hold
1,932
– – 0.11% 89
2024
Q3 		$1.11M Hold
1,932
– – 0.12% 87
2024
Q2 		$1.06M Buy
1,932
+51
+3% +$26.8K 0.12% 84
2024
Q1 		$989K Hold
1,881
– – 0.11% 89
2023
Q4 		$898K Buy
1,881
+87
+5% +$38.9K 0.11% 89
2023
Q3 		$770K Buy
1,794
+297
+20% +$133K 0.11% 90
2023
Q2 		$667K Hold
1,497
– – 0.09% 93
2023
Q1 		$615K Sell
1,497
-70
-4% -$28.1K 0.1% 87
2022
Q4 		$602K Buy
1,567
+130
+9% +$50.2K 0.12% 88
2022
Q3 		$515K Sell
1,437
-1,580
-52% -$631K 0.11% 94
2022
Q2 		$1.14M Sell
3,017
-235
-7% -$96.7K 0.29% 59
2022
Q1 		$1.48M Buy
+3,252
New +$1.45M 0.36% 51
2021
Q3 		$2.19M Buy
+5,088
New +$2.25M 0.76% 38
2021
Q1 		$1.47M Buy
3,691
+2,519
+215% +$975K 0.51% 44
2020
Q4 		$440K Buy
+1,172
New +$417K 0.17% 78

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

MBL Wealth's IVV Position: Q2 2026 in Review

MBL Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 1.7% in Q2 2026, buying an estimated $26.2K and bringing the position to 2,182 shares worth $1.63M. The position accounts for 0.11% of the portfolio, ranked #100.

MBL Wealth first reported a position in IVV in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.19M in Q3 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • MBL Wealth held 2,182 shares of iShares Core S&P 500 ETF worth $1.63M as of Q2 2026.
  • MBL Wealth bought 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
  • iShares Core S&P 500 ETF made up 0.11% of MBL Wealth's portfolio in Q2 2026, its #100 holding.
  • MBL Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's iShares Core S&P 500 ETF position peaked at $2.19M in Q3 2021.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.