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

Mosley 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	$7.86M	Sell	10,490 -6,615	-39%	-$4.82M	2.5%	10
2026 Q1	$11.4M	Buy	17,105 +1	+0%	+$683	5.18%	3
2025 Q4	$11.6M	Buy	+17,104	New	+$11.6M	5.29%	3
2024 Q4	$14.3M	Buy	23,634 +1,347	+6%	+$797K	8.85%	1
2024 Q3	$13.1M	Sell	22,287 -1,116	-5%	-$621K	8.92%	2
2024 Q2	$12.8M	Buy	23,403 +883	+4%	+$464K	10.9%	1
2024 Q1	$11.8M	Sell	22,520 -4,736	-17%	-$2.37M	11.11%	1
2023 Q4	$13M	Buy	+27,256	New	+$12.2M	12.84%	1

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, selling an estimated $4.82M and leaving 10,490 shares worth $7.86M. The position accounts for 2.5% of the portfolio, ranked #10.

Mosley Wealth Management first reported a position in IVV in Q4 2023 and has held it in 8 quarters since. The position peaked at $14.3M in Q4 2024. 2,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mosley Wealth Management held 10,490 shares of iShares Core S&P 500 ETF worth $7.86M as of Q2 2026.
Mosley Wealth Management sold 6,615 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.82M.
iShares Core S&P 500 ETF made up 2.5% of Mosley Wealth Management's portfolio in Q2 2026, its #10 holding.
Mosley Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 8 quarters since.
Mosley Wealth Management's iShares Core S&P 500 ETF position peaked at $14.3M in Q4 2024.
2,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.