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 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

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

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

MY Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 68% in Q2 2026, selling an estimated $10M and leaving 6,552 shares worth $4.91M. The position accounts for 3.46% of the portfolio, ranked #8.

MY Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2026. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

MY Wealth Management held 6,552 shares of iShares Core S&P 500 ETF worth $4.91M as of Q2 2026.
MY Wealth Management sold 13,749 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10M.
iShares Core S&P 500 ETF made up 3.46% of MY Wealth Management's portfolio in Q2 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 19 quarters since.
MY Wealth Management's iShares Core S&P 500 ETF position peaked at $11.4M in Q1 2026.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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