Next Level Wealth Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Next Level Wealth Planning’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	$1.8M	Buy	2,406 +90	+4%	+$65.5K	0.79%	14
2026 Q1	$1.51M	Buy	2,316 +223	+11%	+$152K	0.78%	14
2025 Q4	$1.43M	Sell	2,093 -344	-14%	-$234K	0.76%	11
2025 Q3	$1.63M	Buy	2,437 +78	+3%	+$50.2K	0.92%	11
2025 Q2	$1.46M	Sell	2,359 -74	-3%	-$42.5K	0.94%	11
2025 Q1	$1.37M	Buy	2,433 +148	+6%	+$87.4K	1.04%	10
2024 Q4	$1.35M	Buy	+2,285	New	+$1.35M	1.06%	10

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

Next Level Wealth Planning's IVV Position: Q2 2026 in Review

Next Level Wealth Planning increased its iShares Core S&P 500 ETF (IVV) stake by 3.9% in Q2 2026, buying an estimated $65.5K and bringing the position to 2,406 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #14.

Next Level Wealth Planning first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,108 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Next Level Wealth Planning held 2,406 shares of iShares Core S&P 500 ETF worth $1.8M as of Q2 2026.
Next Level Wealth Planning bought 90 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $65.5K.
iShares Core S&P 500 ETF made up 0.79% of Next Level Wealth Planning's portfolio in Q2 2026, its #14 holding.
Next Level Wealth Planning first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,108 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.