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

Melfa 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	$3.51M	Sell	4,682 -25	-0.5%	-$18.2K	1.89%	11
2026 Q1	$3.07M	Sell	4,707 -69	-1%	-$47.1K	1.77%	11
2025 Q4	$3.27M	Sell	4,776 -88	-2%	-$59.8K	1.89%	9
2025 Q3	$3.26M	Sell	4,864 -5	-0.1%	-$3.22K	1.91%	9
2025 Q2	$3.02M	Sell	4,869 -10	-0.2%	-$5.74K	1.91%	11
2025 Q1	$2.74M	Sell	4,879 -54	-1%	-$31.9K	1.85%	9
2024 Q4	$2.9M	Sell	4,933 -64	-1%	-$37.9K	1.94%	8
2024 Q3	$2.88M	Sell	4,997 -45	-0.9%	-$25K	1.9%	8
2024 Q2	$2.76M	Buy	5,042 +244	+5%	+$128K	1.93%	7
2024 Q1	$2.52M	Buy	+4,798	New	+$2.4M	1.82%	9

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

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

Melfa Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.53% in Q2 2026, selling an estimated $18.2K and leaving 4,682 shares worth $3.51M. The position accounts for 1.89% of the portfolio, ranked #11.

Melfa Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Melfa Wealth Management held 4,682 shares of iShares Core S&P 500 ETF worth $3.51M as of Q2 2026.
Melfa Wealth Management sold 25 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $18.2K.
iShares Core S&P 500 ETF made up 1.89% of Melfa Wealth Management's portfolio in Q2 2026, its #11 holding.
Melfa Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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