Moneywise Inc’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.25M | Sell |
4,335
-28
| -0.6% | -$20.4K | 1.21% | 23 |
|
|
2026
Q1 | $2.85M | Buy |
4,363
+741
| +20% | +$506K | 1.24% | 24 |
|
|
2025
Q4 | $2.48M | Buy |
3,622
+23
| +0.6% | +$15.6K | 1.03% | 26 |
|
|
2025
Q3 | $2.41M | Sell |
3,599
-96
| -3% | -$61.8K | 1.09% | 24 |
|
|
2025
Q2 | $2.29M | Buy |
3,695
+349
| +10% | +$200K | 1.08% | 25 |
|
|
2025
Q1 | $1.88M | Sell |
3,346
-183
| -5% | -$108K | 1% | 24 |
|
|
2024
Q4 | $2.08M | Sell |
3,529
-579
| -14% | -$343K | 1.04% | 22 |
|
|
2024
Q3 | $2.37M | Buy |
4,108
+407
| +11% | +$226K | 1.17% | 21 |
|
|
2024
Q2 | $2.03M | Sell |
3,701
-134
| -3% | -$70.5K | 1.07% | 23 |
|
|
2024
Q1 | $2.02M | Buy |
3,835
+56
| +1% | +$28K | 1.1% | 21 |
|
|
2023
Q4 | $1.8M | Buy |
3,779
+413
| +12% | +$185K | 1.04% | 16 |
|
|
2023
Q3 | $1.45M | Buy |
3,366
+57
| +2% | +$25.5K | 0.91% | 19 |
|
|
2023
Q2 | $1.47M | Sell |
3,309
-437
| -12% | -$184K | 0.91% | 20 |
|
|
2023
Q1 | $1.54M | Buy |
3,746
+466
| +14% | +$187K | 1% | 20 |
|
|
2022
Q4 | $1.26M | Sell |
3,280
-23
| -0.7% | -$8.88K | 0.94% | 22 |
|
|
2022
Q3 | $1.19M | Sell |
3,303
-6,138
| -65% | -$2.45M | 0.97% | 19 |
|
|
2022
Q2 | $3.58M | Sell |
9,441
-1,418
| -13% | -$583K | 2.79% | 8 |
|
|
2022
Q1 | $4.93M | Sell |
10,859
-514
| -5% | -$230K | 3.25% | 7 |
|
|
2021
Q4 | $5.42M | Sell |
11,373
-2,123
| -16% | -$978K | 3.49% | 4 |
|
|
2021
Q3 | $5.81M | Sell |
13,496
-1,336
| -9% | -$592K | 3.79% | 4 |
|
|
2021
Q2 | $6.38M | Sell |
14,832
-891
| -6% | -$373K | 4.35% | 4 |
|
|
2021
Q1 | $6.25M | Sell |
15,723
-122
| -0.8% | -$47.2K | 4.22% | 6 |
|
|
2020
Q4 | $5.95M | Sell |
15,845
-228
| -1% | -$81.2K | 4.25% | 5 |
|
|
2020
Q3 | $5.4M | Buy |
16,073
+64
| +0.4% | +$21.3K | 4.29% | 5 |
|
|
2020
Q2 | $4.96M | Buy |
16,009
+388
| +2% | +$114K | 3.97% | 5 |
|
|
2020
Q1 | $4.04M | Buy |
15,621
+807
| +5% | +$247K | 3.55% | 10 |
|
|
2019
Q4 | $4.42M | Sell |
14,814
-580
| -4% | -$180K | 3.33% | 10 |
|
|
2019
Q3 | $4.59M | Buy |
15,394
+104
| +0.7% | +$30.9K | 3.71% | 9 |
|
|
2019
Q2 | $4.51M | Buy |
15,290
+873
| +6% | +$253K | 3.44% | 10 |
|
|
2019
Q1 | $3.83M | Sell |
14,417
-498
| -3% | -$136K | 3.28% | 11 |
|
|
2018
Q4 | $3.75M | Sell |
14,915
-150
| -1% | -$40.7K | 3.56% | 11 |
|
|
2018
Q3 | $4.41M | Buy |
15,065
+49
| +0.3% | +$14.1K | 3.73% | 10 |
|
|
2018
Q2 | $4.1M | Sell |
15,016
-65
| -0.4% | -$17.7K | 3.51% | 10 |
|
|
2018
Q1 | $4M | Sell |
15,081
-1,616
| -10% | -$444K | 3.32% | 11 |
|
|
2017
Q4 | $4.49M | Sell |
16,697
-50
| -0.3% | -$13.1K | 3.36% | 12 |
|
|
2017
Q3 | $4.24M | Sell |
16,747
-679
| -4% | -$169K | 3.35% | 12 |
|
|
2017
Q2 | $4.24M | Sell |
17,426
-353
| -2% | -$85.2K | 3.61% | 11 |
|
|
2017
Q1 | $4.22M | Buy |
17,779
+104
| +0.6% | +$24.3K | 3.82% | 11 |
|
|
2016
Q4 | $3.98M | Buy |
17,675
+351
| +2% | +$77.1K | 3.94% | 11 |
|
|
2016
Q3 | $3.77M | Buy |
+17,324
| New | +$3.77M | 3.99% | 11 |
|
Other funds holding IVV
CM
Moneywise Inc's IVV Position: Q2 2026 in Review
Moneywise Inc reduced its iShares Core S&P 500 ETF (IVV) stake by 0.64% in Q2 2026, selling an estimated $20.4K and leaving 4,335 shares worth $3.25M. The position accounts for 1.21% of the portfolio, ranked #23.
Moneywise Inc first reported a position in IVV in Q3 2016 and has held it in 40 quarters since. The position peaked at $6.38M in Q2 2021. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Moneywise Inc held 4,335 shares of iShares Core S&P 500 ETF worth $3.25M as of Q2 2026.
- Moneywise Inc sold 28 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $20.4K.
- iShares Core S&P 500 ETF made up 1.21% of Moneywise Inc's portfolio in Q2 2026, its #23 holding.
- Moneywise Inc first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 40 quarters since.
- Moneywise Inc's iShares Core S&P 500 ETF position peaked at $6.38M in Q2 2021.
- 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.