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

National Wealth Management Group’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 		$11.1M Sell
14,888
-196
-1% -$143K 3.45% 2
2026
Q1 		$9.85M Sell
15,084
-999
-6% -$682K 3.67% 2
2025
Q4 		$11M Sell
16,083
-1,202
-7% -$816K 3.82% 2
2025
Q3 		$11.6M Buy
17,285
+3,026
+21% +$1.95M 4.36% 3
2025
Q2 		$8.85M Buy
14,259
+1,013
+8% +$582K 4.96% 3
2025
Q1 		$7.44M Buy
13,246
+1,236
+10% +$730K 4.89% 3
2024
Q4 		$7.07M Buy
12,010
+1,093
+10% +$647K 4.71% 3
2024
Q3 		$6.3M Buy
10,917
+1,212
+12% +$674K 4.27% 3
2024
Q2 		$5.31M Buy
9,705
+2,341
+32% +$1.23M 4.05% 3
2024
Q1 		$3.87M Buy
7,364
+1,275
+21% +$638K 3.01% 7
2023
Q4 		$2.91M Buy
6,089
+1,068
+21% +$478K 2.81% 6
2023
Q3 		$2.16M Buy
5,021
+42
+0.8% +$18.8K 2.35% 9
2023
Q2 		$2.25M Buy
4,979
+9
+0.2% +$3.79K 2.34% 9
2023
Q1 		$2.05M Buy
4,970
+2,820
+131% +$1.13M 2.35% 7
2022
Q4 		$826K Buy
2,150
+916
+74% +$353K 0.99% 24
2022
Q3 		$443K Buy
1,234
+78
+7% +$31.1K 0.58% 47
2022
Q2 		$438K Sell
1,156
-928
-45% -$382K 0.55% 48
2022
Q1 		$946K Sell
2,084
-426
-17% -$191K 0.91% 33
2021
Q4 		$1.2M Buy
+2,510
New +$1.16M 1.12% 26

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

National Wealth Management Group's IVV Position: Q2 2026 in Review

National Wealth Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, selling an estimated $143K and leaving 14,888 shares worth $11.1M. The position accounts for 3.45% of the portfolio, ranked #2.

National Wealth Management Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q3 2025. 1,081 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • National Wealth Management Group held 14,888 shares of iShares Core S&P 500 ETF worth $11.1M as of Q2 2026.
  • National Wealth Management Group sold 196 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $143K.
  • iShares Core S&P 500 ETF made up 3.45% of National Wealth Management Group's portfolio in Q2 2026, its #2 holding.
  • National Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • National Wealth Management Group's iShares Core S&P 500 ETF position peaked at $11.6M in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.