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Mine & Arao Wealth Creation & Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mine & Arao Wealth Creation & 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 		$674K Hold
900
– – 0.24% 42
2026
Q1 		$588K Hold
900
– – 0.25% 42
2025
Q4 		$616K Sell
900
-3
-0.3% -$2.04K 0.24% 40
2025
Q3 		$604K Buy
903
+3
+0.3% +$1.93K 0.25% 44
2025
Q2 		$559K Sell
900
-27
-3% -$15.5K 0.25% 42
2025
Q1 		$521K Buy
927
+1
+0.1% +$591 0.25% 43
2024
Q4 		$545K Sell
926
-1
-0.1% -$592 0.25% 43
2024
Q3 		$535K Hold
927
– – 0.25% 45
2024
Q2 		$507K Buy
927
+29
+3% +$15.2K 0.25% 43
2024
Q1 		$472K Buy
898
+213
+31% +$107K 0.23% 47
2023
Q4 		$327K Buy
685
+223
+48% +$99.8K 0.18% 55
2023
Q3 		$198K Hold
462
– – 0.12% 71
2023
Q2 		$206K Hold
462
– – 0.12% 69
2023
Q1 		$190K Buy
462
+48
+12% +$19.2K 0.12% 70
2022
Q4 		$159K Hold
414
– – 0.12% 73
2022
Q3 		$148K Hold
414
– – 0.11% 73
2022
Q2 		$157K Buy
414
+2
+0.5% +$823 0.11% 74
2022
Q1 		$187K Hold
412
– – 0.11% 73
2021
Q4 		$197K Hold
412
– – 0.11% 67
2021
Q3 		$177K Hold
412
– – 0.11% 72
2021
Q2 		$177K Buy
412
+16
+4% +$6.7K 0.11% 77
2021
Q1 		$158K Buy
396
+173
+78% +$67K 0.11% 83
2020
Q4 		$84K Buy
223
+162
+266% +$57.7K 0.06% 102
2020
Q3 		$20K Buy
+61
New +$20.3K 0.02% 162

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

Mine & Arao Wealth Creation & Management's IVV Position: Q2 2026 in Review

Mine & Arao Wealth Creation & Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 900 shares worth $674K. The position accounts for 0.24% of the portfolio, ranked #42.

Mine & Arao Wealth Creation & Management first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mine & Arao Wealth Creation & Management held 900 shares of iShares Core S&P 500 ETF worth $674K as of Q2 2026.
  • Mine & Arao Wealth Creation & Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.24% of Mine & Arao Wealth Creation & Management's portfolio in Q2 2026, its #42 holding.
  • Mine & Arao Wealth Creation & Management first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2026, filed 23 Jul 2026.