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

MBM Wealth Consultants’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	$3.35M	Sell	4,477 -63	-1%	-$45.9K	0.65%	22
2026 Q1	$2.97M	Buy	4,540 +48	+1%	+$32.8K	0.68%	21
2025 Q4	$3.08M	Sell	4,492 -92	-2%	-$62.5K	0.73%	19
2025 Q3	$3.07M	Hold	4,584	–	–	0.76%	19
2025 Q2	$2.85M	Buy	4,584 +8	+0.2%	+$4.59K	0.76%	19
2025 Q1	$2.57M	Buy	4,576 +4	+0.1%	+$2.36K	0.76%	19
2024 Q4	$2.69M	Sell	4,572 -72	-2%	-$42.6K	0.8%	18
2024 Q3	$2.68M	Sell	4,644 -4	-0.1%	-$2.22K	0.84%	18
2024 Q2	$2.6M	Sell	4,648 -50	-1%	-$26.3K	0.89%	17
2024 Q1	$2.47M	Sell	4,698 -2	-0%	-$1K	0.87%	14
2023 Q4	$2.32M	Sell	4,700 -323	-6%	-$145K	0.87%	15
2023 Q3	$2.18M	Sell	5,023 -32	-0.6%	-$14.3K	0.95%	15
2023 Q2	$2.27M	Sell	5,055 -471	-9%	-$198K	0.97%	15
2023 Q1	$2.1M	Hold	5,526	–	–	0.85%	16
2022 Q4	$2.11M	Buy	5,526 +459	+9%	+$177K	0.98%	16
2022 Q3	$1.86M	Buy	5,067 +292	+6%	+$117K	0.9%	17
2022 Q2	$1.81M	Sell	4,775 -376	-7%	-$155K	0.88%	19
2022 Q1	$2.34M	Sell	5,151 -6,432	-56%	-$2.88M	0.97%	23
2021 Q4	$5.53M	Sell	11,583 -219	-2%	-$101K	2.29%	16
2021 Q3	$5.08M	Sell	11,802 -537	-4%	-$238K	2.32%	14
2021 Q2	$5.3M	Sell	12,339 -329	-3%	-$138K	2.49%	14
2021 Q1	$5.04M	Sell	12,668 -593	-4%	-$230K	2.56%	12
2020 Q4	$4.98M	Sell	13,261 -584	-4%	-$208K	2.71%	14
2020 Q3	$4.65M	Sell	13,845 -327	-2%	-$109K	2.97%	12
2020 Q2	$4.39M	Sell	14,172 -955	-6%	-$280K	3.09%	12
2020 Q1	$3.91M	Sell	15,127 -1,221	-7%	-$374K	3.24%	9
2019 Q4	$5.28M	Sell	16,348 -982	-6%	-$304K	3.92%	6
2019 Q3	$5.17M	Buy	17,330 +1,196	+7%	+$356K	4.06%	6
2019 Q2	$4.81M	Buy	16,134 +715	+5%	+$207K	4%	6
2019 Q1	$4.39M	Buy	15,419 +1,267	+9%	+$346K	3.85%	6
2018 Q4	$3.56M	Buy	+14,152	New	+$3.84M	3.47%	5

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MBM Wealth Consultants's IVV Position: Q2 2026 in Review

MBM Wealth Consultants reduced its iShares Core S&P 500 ETF (IVV) stake by 1.4% in Q2 2026, selling an estimated $45.9K and leaving 4,477 shares worth $3.35M. The position accounts for 0.65% of the portfolio, ranked #22.

MBM Wealth Consultants first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $5.53M in Q4 2021. 2,070 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MBM Wealth Consultants held 4,477 shares of iShares Core S&P 500 ETF worth $3.35M as of Q2 2026.
MBM Wealth Consultants sold 63 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $45.9K.
iShares Core S&P 500 ETF made up 0.65% of MBM Wealth Consultants's portfolio in Q2 2026, its #22 holding.
MBM Wealth Consultants first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
MBM Wealth Consultants's iShares Core S&P 500 ETF position peaked at $5.53M in Q4 2021.
2,070 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.