MY Wealth Management
IVV icon

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

MY 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
Q3 		$5M Sell
6,535
-17
-0.3% -$13K 3.65% 8
2026
Q2 		$4.91M Sell
6,552
-13,749
-68% -$10M 3.46% 8
2026
Q1 		$11.4M Buy
20,301
+5,524
+37% +$3.77M 11.04% 3
2025
Q4 		$10.1M Sell
14,777
-613
-4% -$416K 8.82% 3
2025
Q3 		$10.3M Buy
15,390
+2,517
+20% +$1.62M 9.03% 4
2025
Q2 		$7.99M Sell
12,873
-7,428
-37% -$4.27M 7.66% 5
2025
Q1 		$11.4M Buy
20,301
+2,319
+13% +$1.37M 11.04% 3
2024
Q4 		$10.6M Buy
17,982
+4,806
+36% +$2.84M 10.57% 3
2024
Q3 		$7.6M Buy
13,176
+44
+0.3% +$24.5K 7.71% 5
2024
Q2 		$7.19M Sell
13,132
-157
-1% -$82.6K 8.18% 3
2024
Q1 		$6.99M Sell
13,289
-5,072
-28% -$2.54M 7.71% 3
2023
Q4 		$8.77M Buy
18,361
+5,363
+41% +$2.4M 8.25% 4
2023
Q3 		$5.58M Sell
12,998
-86
-0.7% -$38.5K 5.55% 5
2023
Q2 		$5.83M Buy
13,084
+593
+5% +$250K 5.32% 5
2023
Q1 		$5.13M Buy
12,491
+3
+0% +$1.2K 5.14% 5
2022
Q4 		$4.8M Buy
12,488
+11,863
+1,898% +$4.58M 7.31% 4
2022
Q3 		$224K Hold
625
– – 0.24% 25
2022
Q2 		$237K Hold
625
– – 0.26% 26
2022
Q1 		$284K Hold
625
– – 0.26% 25
2021
Q4 		$298K Buy
+625
New +$288K 0.26% 26

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

MY Wealth Management's IVV Position: Q3 2026 in Review

MY Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.26% in Q3 2026, selling an estimated $13K and leaving 6,535 shares worth $5M. The position accounts for 3.65% of the portfolio, ranked #8.

MY Wealth Management first reported a position in IVV in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q1 2026. 1,281 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • MY Wealth Management held 6,535 shares of iShares Core S&P 500 ETF worth $5M as of Q3 2026.
  • MY Wealth Management sold 17 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $13K.
  • iShares Core S&P 500 ETF made up 3.65% of MY Wealth Management's portfolio in Q3 2026, its #8 holding.
  • MY Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 20 quarters since.
  • MY Wealth Management's iShares Core S&P 500 ETF position peaked at $11.4M in Q1 2026.
  • 1,281 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.