Noble Family Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Noble Family Wealth’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	$399K	Hold	533	–	–	0.07%	58
2026 Q1	$348K	Hold	533	–	–	0.07%	61
2025 Q4	$365K	Hold	533	–	–	0.08%	61
2025 Q3	$357K	Hold	533	–	–	0.08%	60
2025 Q2	$331K	Hold	533	–	–	0.08%	61
2025 Q1	$299K	Hold	533	–	–	0.08%	55
2024 Q4	$315K	Buy	+533	New	+$315K	0.09%	58
2024 Q3	–	Sell	-533	Closed	-$292K	–	61
2024 Q2	$292K	Hold	533	–	–	0.08%	58
2024 Q1	$280K	Hold	533	–	–	0.08%	58
2023 Q4	$255K	Hold	533	–	–	0.08%	57
2023 Q3	$229K	Buy	+533	New	+$238K	0.08%	58

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

Noble Family Wealth's IVV Position: Q2 2026 in Review

Noble Family Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 533 shares worth $399K. The position accounts for 0.07% of the portfolio, ranked #58.

Noble Family Wealth first reported a position in IVV in Q3 2023 and has held it in 11 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Noble Family Wealth held 533 shares of iShares Core S&P 500 ETF worth $399K as of Q2 2026.
Noble Family Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of Noble Family Wealth's portfolio in Q2 2026, its #58 holding.
Noble Family Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.