MilWealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

MilWealth Group’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	$258K	Sell	344 -234	-40%	-$170K	0.05%	26
2026 Q1	$378K	Hold	578	–	–	0.09%	23
2025 Q4	$396K	Hold	578	–	–	0.09%	22
2025 Q3	$387K	Hold	578	–	–	0.09%	21
2025 Q2	$359K	Hold	578	–	–	0.09%	21
2025 Q1	$325K	Sell	578 -39	-6%	-$23K	0.09%	24
2024 Q4	$363K	Hold	617	–	–	0.1%	23
2024 Q3	$356K	Hold	617	–	–	0.1%	22
2024 Q2	$338K	Sell	617 -108	-15%	-$56.8K	0.11%	22
2024 Q1	$381K	Sell	725 -93	-11%	-$46.5K	0.12%	21
2023 Q4	$391K	Hold	818	–	–	0.13%	20
2023 Q3	$351K	Sell	818 -109	-12%	-$48.8K	0.14%	18
2023 Q2	$413K	Sell	927 -47	-5%	-$19.8K	0.16%	17
2023 Q1	$400K	Hold	974	–	–	0.16%	17
2022 Q4	$374K	Hold	974	–	–	0.15%	17
2022 Q3	$349K	Sell	974 -101	-9%	-$40.3K	0.15%	18
2022 Q2	$408K	Sell	1,075 -39	-4%	-$16K	0.18%	19
2022 Q1	$505K	Hold	1,114	–	–	0.19%	21
2021 Q4	$531K	Hold	1,114	–	–	0.2%	18
2021 Q3	$480K	Hold	1,114	–	–	0.18%	17
2021 Q2	$479K	Hold	1,114	–	–	0.21%	16
2021 Q1	$443K	Hold	1,114	–	–	0.21%	15
2020 Q4	$418K	Hold	1,114	–	–	0.21%	15
2020 Q3	$374K	Hold	1,114	–	–	0.21%	15
2020 Q2	$345K	Hold	1,114	–	–	0.2%	15
2020 Q1	$288K	Hold	1,114	–	–	0.22%	16
2019 Q4	$360K	Hold	1,114	–	–	0.28%	11
2019 Q3	$333K	Hold	1,114	–	–	0.28%	11
2019 Q2	$328K	Hold	1,114	–	–	0.28%	11
2019 Q1	$317K	Hold	1,114	–	–	0.28%	11
2018 Q4	$280K	Buy	+1,114	New	+$303K	0.27%	13

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

MilWealth Group's IVV Position: Q2 2026 in Review

MilWealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 40% in Q2 2026, selling an estimated $170K and leaving 344 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #26.

MilWealth Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. The position peaked at $531K in Q4 2021. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MilWealth Group held 344 shares of iShares Core S&P 500 ETF worth $258K as of Q2 2026.
MilWealth Group sold 234 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $170K.
iShares Core S&P 500 ETF made up 0.05% of MilWealth Group's portfolio in Q2 2026, its #26 holding.
MilWealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's iShares Core S&P 500 ETF position peaked at $531K in Q4 2021.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.