Meredith Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Meredith Wealth Planning’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	$402K	Buy	536 +66	+14%	+$48.1K	0.09%	57
2026 Q1	$307K	Buy	470 +1	+0.2%	+$683	0.08%	59
2025 Q4	$321K	Hold	469	–	–	0.1%	52
2025 Q3	$314K	Buy	469 +1	+0.2%	+$644	0.1%	52
2025 Q2	$290K	Buy	468 +2	+0.4%	+$1.15K	0.11%	49
2025 Q1	$262K	Buy	466 +1	+0.2%	+$591	0.12%	45
2024 Q4	$274K	Buy	465 +62	+15%	+$36.7K	0.12%	46
2024 Q3	$232K	Buy	403 +2	+0.5%	+$1.11K	0.11%	43
2024 Q2	$219K	Sell	401 -54	-12%	-$28.4K	0.12%	44
2024 Q1	$239K	Sell	455 -8	-2%	-$4K	0.13%	38
2023 Q4	$221K	Buy	+463	New	+$207K	0.14%	42

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

Meredith Wealth Planning's IVV Position: Q2 2026 in Review

Meredith Wealth Planning increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $48.1K and bringing the position to 536 shares worth $402K. The position accounts for 0.09% of the portfolio, ranked #57.

Meredith Wealth Planning first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Meredith Wealth Planning held 536 shares of iShares Core S&P 500 ETF worth $402K as of Q2 2026.
Meredith Wealth Planning bought 66 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $48.1K.
iShares Core S&P 500 ETF made up 0.09% of Meredith Wealth Planning's portfolio in Q2 2026, its #57 holding.
Meredith Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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