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

Medallion Wealth Advisors’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	$6.58M	Buy	8,772 +633	+8%	+$461K	2.08%	4
2026 Q1	$5.32M	Buy	8,139 +485	+6%	+$331K	1.74%	6
2025 Q4	$5.24M	Buy	7,654 +352	+5%	+$239K	1.76%	6
2025 Q3	$4.89M	Buy	7,302 +374	+5%	+$241K	1.74%	6
2025 Q2	$4.3M	Buy	6,928 +56	+0.8%	+$32.2K	1.66%	6
2025 Q1	$3.87M	Buy	6,872 +662	+11%	+$391K	1.76%	6
2024 Q4	$3.66M	Buy	+6,210	New	+$3.68M	1.81%	6

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

Medallion Wealth Advisors's IVV Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 7.8% in Q2 2026, buying an estimated $461K and bringing the position to 8,772 shares worth $6.58M. The position accounts for 2.08% of the portfolio, ranked #4.

Medallion Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Medallion Wealth Advisors held 8,772 shares of iShares Core S&P 500 ETF worth $6.58M as of Q2 2026.
Medallion Wealth Advisors bought 633 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $461K.
iShares Core S&P 500 ETF made up 2.08% of Medallion Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Medallion Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.