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

Modern 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	$149M	Buy	198,582 +40,918	+26%	+$29.8M	1.77%	7
2026 Q1	$104M	Buy	157,664 +6,154	+4%	+$4.2M	1.78%	6
2025 Q4	$104M	Buy	151,510 +31,735	+26%	+$21.5M	1.89%	7
2025 Q3	$80.2M	Sell	119,775 -288	-0.2%	-$185K	1.59%	10
2025 Q2	$74.5M	Buy	120,063 +60,950	+103%	+$35M	1.83%	8
2025 Q1	$33.2M	Buy	59,113 +12,993	+28%	+$7.67M	1.06%	19
2024 Q4	$27.2M	Buy	46,120 +13,779	+43%	+$8.16M	1.01%	22
2024 Q3	$18.7M	Sell	32,341 -16	-0%	-$8.9K	1.14%	17
2024 Q2	$17.7M	Buy	32,357 +3,762	+13%	+$1.98M	1.31%	16
2024 Q1	$15M	Buy	28,595 +21,905	+327%	+$11M	1.4%	13
2023 Q4	$3.2M	Buy	+6,690	New	+$2.99M	0.4%	31

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

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

Modern Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 26% in Q2 2026, buying an estimated $29.8M and bringing the position to 198,582 shares worth $149M. The position accounts for 1.77% of the portfolio, ranked #7.

Modern Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,101 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Modern Wealth Management held 198,582 shares of iShares Core S&P 500 ETF worth $149M as of Q2 2026.
Modern Wealth Management bought 40,918 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $29.8M.
iShares Core S&P 500 ETF made up 1.77% of Modern Wealth Management's portfolio in Q2 2026, its #7 holding.
Modern Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,101 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.