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

McGlone Suttner 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	$2.44M	Sell	3,256 -432	-12%	-$315K	0.29%	40
2026 Q1	$2.41M	Buy	3,688 +2	+0.1%	+$1.37K	0.32%	36
2025 Q4	$2.52M	Buy	3,686 +188	+5%	+$128K	0.34%	29
2025 Q3	$2.34M	Buy	3,498 +44	+1%	+$28.3K	0.33%	30
2025 Q2	$2.14M	Buy	3,454 +39	+1%	+$22.4K	0.32%	32
2025 Q1	$1.92M	Buy	3,415 +494	+17%	+$292K	0.31%	32
2024 Q4	$1.72M	Buy	2,921 +449	+18%	+$266K	0.29%	39
2024 Q3	$1.43M	Sell	2,472 -379	-13%	-$211K	0.3%	44
2024 Q2	$1.36M	Buy	2,851 +26	+0.9%	+$13.7K	0.28%	35
2024 Q1	$1.49M	Sell	2,825 -26	-0.9%	-$13K	0.28%	42
2023 Q4	$1.36M	Sell	2,851 -426	-13%	-$191K	0.27%	35
2023 Q3	$1.41M	Sell	3,277 -214	-6%	-$95.7K	0.33%	29
2023 Q2	$1.56M	Sell	3,491 -18	-0.5%	-$7.59K	0.36%	32
2023 Q1	$1.44M	Sell	3,509 -208	-6%	-$83.4K	0.37%	29
2022 Q4	$1.43M	Buy	+3,717	New	+$1.43M	0.45%	30

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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

McGlone Suttner Wealth Management's IVV Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, selling an estimated $315K and leaving 3,256 shares worth $2.44M. The position accounts for 0.29% of the portfolio, ranked #40.

McGlone Suttner Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.52M in Q4 2025. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

McGlone Suttner Wealth Management held 3,256 shares of iShares Core S&P 500 ETF worth $2.44M as of Q2 2026.
McGlone Suttner Wealth Management sold 432 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $315K.
iShares Core S&P 500 ETF made up 0.29% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #40 holding.
McGlone Suttner Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
McGlone Suttner Wealth Management's iShares Core S&P 500 ETF position peaked at $2.52M in Q4 2025.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.