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

McNaughton 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 		$5.21M Sell
6,957
-10
-0.1% -$7.28K 1.85% 15
2026
Q1 		$4.55M Sell
6,967
-51
-0.7% -$34.8K 1.88% 18
2025
Q4 		$4.81M Buy
7,018
+81
+1% +$55K 1.98% 17
2025
Q3 		$4.64M Buy
6,937
+1
+0% +$644 1.96% 17
2025
Q2 		$4.31M Sell
6,936
-237
-3% -$136K 1.92% 15
2025
Q1 		$4.03M Sell
7,173
-16,743
-70% -$9.89M 1.96% 15
2024
Q4 		$14.1M Sell
23,916
-33
-0.1% -$19.5K 6.79% 3
2024
Q3 		$13.8M Sell
23,949
-546
-2% -$304K 6.73% 3
2024
Q2 		$13.4M Buy
24,495
+4
+0% +$2.1K 7.11% 3
2024
Q1 		$12.9M Buy
24,491
+18
+0.1% +$9.01K 7.14% 3
2023
Q4 		$11.7M Buy
24,473
+298
+1% +$133K 6.92% 3
2023
Q3 		$10.4M Buy
24,175
+250
+1% +$112K 6.9% 3
2023
Q2 		$10.7M Buy
23,925
+150
+0.6% +$63.2K 6.83% 3
2023
Q1 		$9.77M Buy
23,775
+645
+3% +$259K 6.48% 3
2022
Q4 		$8.89M Buy
23,130
+923
+4% +$356K 6.08% 4
2022
Q3 		$7.96M Buy
22,207
+4,821
+28% +$1.93M 5.85% 4
2022
Q2 		$6.59M Sell
17,386
-618
-3% -$254K 4.66% 6
2022
Q1 		$8.17M Buy
18,004
+696
+4% +$311K 5.31% 6
2021
Q4 		$8.1M Buy
17,308
+495
+3% +$228K 5.25% 6
2021
Q3 		$7.24M Buy
16,813
+2,345
+16% +$1.04M 5.12% 6
2021
Q2 		$6.22M Buy
14,468
+1,902
+15% +$797K 4.36% 7
2021
Q1 		$5M Buy
12,566
+2,348
+23% +$909K 3.83% 10
2020
Q4 		$3.84M Buy
10,218
+6,125
+150% +$2.18M 3.07% 12
2020
Q3 		$1.38M Buy
4,093
+2,317
+130% +$771K 1.2% 23
2020
Q2 		$550K Sell
1,776
-38
-2% -$11.2K 0.51% 34
2020
Q1 		$469K Hold
1,814
– – 0.5% 31
2019
Q4 		$586K Buy
+1,814
New +$561K 0.55% 36

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

McNaughton Wealth Management's IVV Position: Q2 2026 in Review

McNaughton Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, selling an estimated $7.28K and leaving 6,957 shares worth $5.21M. The position accounts for 1.85% of the portfolio, ranked #15.

McNaughton Wealth Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $14.1M in Q4 2024. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • McNaughton Wealth Management held 6,957 shares of iShares Core S&P 500 ETF worth $5.21M as of Q2 2026.
  • McNaughton Wealth Management sold 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
  • iShares Core S&P 500 ETF made up 1.85% of McNaughton Wealth Management's portfolio in Q2 2026, its #15 holding.
  • McNaughton Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • McNaughton Wealth Management's iShares Core S&P 500 ETF position peaked at $14.1M in Q4 2024.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.