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

Mittelman 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	$777K	Buy	549 +82	+18%	+$59.7K	0.51%	28
2026 Q1	$305K	Buy	+467	New	+$319K	0.19%	47
2025 Q4	–	Sell	-456	Closed	-$306K	–	45
2025 Q3	$306K	Sell	456 -21	-4%	-$13.5K	0.2%	38
2025 Q2	$296K	Sell	477 -672	-58%	-$386K	0.25%	33
2025 Q1	$646K	Sell	1,149 -57	-5%	-$33.7K	0.58%	17
2024 Q4	$710K	Sell	1,206 -5	-0.4%	-$2.96K	0.66%	16
2024 Q3	$699K	Sell	1,211 -25	-2%	-$13.9K	0.4%	15
2024 Q2	$676K	Sell	1,236 -79	-6%	-$41.5K	0.44%	45
2024 Q1	$691K	Buy	+1,315	New	+$658K	0.47%	43

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

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

Mittelman Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 18% in Q2 2026, buying an estimated $59.7K and bringing the position to 549 shares worth $777K. The position accounts for 0.51% of the portfolio, ranked #28.

Mittelman Wealth Management first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mittelman Wealth Management held 549 shares of iShares Core S&P 500 ETF worth $777K as of Q2 2026.
Mittelman Wealth Management bought 82 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $59.7K.
iShares Core S&P 500 ETF made up 0.51% of Mittelman Wealth Management's portfolio in Q2 2026, its #28 holding.
Mittelman Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.