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

Northwest 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	$1.4M	Buy	1,867 +140	+8%	+$102K	0.18%	66
2026 Q1	$1.13M	Sell	1,727 -40	-2%	-$27.3K	0.17%	65
2025 Q4	$1.21M	Sell	1,767 -287	-14%	-$195K	0.19%	64
2025 Q3	$1.37M	Buy	2,054 +442	+27%	+$285K	0.23%	62
2025 Q2	$1M	Buy	1,612 +14	+0.9%	+$8.04K	0.18%	70
2025 Q1	$898K	Sell	1,598 -1,024	-39%	-$605K	0.18%	73
2024 Q4	$1.54M	Sell	2,622 -14	-0.5%	-$8.29K	0.33%	55
2024 Q3	$1.52M	Sell	2,636 -132	-5%	-$73.4K	0.35%	56
2024 Q2	$1.51M	Sell	2,768 -166	-6%	-$87.3K	0.39%	56
2024 Q1	$1.54M	Sell	2,934 -184	-6%	-$92.1K	0.42%	52
2023 Q4	$1.49M	Sell	3,118 -1	-0%	-$448	0.45%	50
2023 Q3	$1.34M	Sell	3,119 -73	-2%	-$32.7K	0.48%	51
2023 Q2	$1.42M	Sell	3,192 -188	-6%	-$79.2K	0.52%	49
2023 Q1	$1.39M	Buy	3,380 +13	+0.4%	+$5.21K	0.53%	51
2022 Q4	$1.29M	Sell	3,367 -3,508	-51%	-$1.35M	0.55%	47
2022 Q3	$2.47M	Sell	6,875 -169	-2%	-$67.5K	1.09%	33
2022 Q2	$2.67M	Sell	7,044 -906	-11%	-$373K	1.16%	30
2022 Q1	$3.61M	Buy	7,950 +641	+9%	+$287K	1.77%	14
2021 Q4	$3.49M	Sell	7,309 -207	-3%	-$95.4K	1.62%	17
2021 Q3	$3.24M	Sell	7,516 -363	-5%	-$161K	1.61%	15
2021 Q2	$3.39M	Sell	7,879 -1,154	-13%	-$483K	1.79%	14
2021 Q1	$3.59M	Sell	9,033 -294	-3%	-$114K	2.25%	13
2020 Q4	$3.5M	Buy	9,327 +91	+1%	+$32.4K	2.42%	11
2020 Q3	$3.1M	Sell	9,236 -144	-2%	-$47.9K	2.58%	10
2020 Q2	$2.9M	Sell	9,380 -555	-6%	-$163K	2.53%	12
2020 Q1	$2.57M	Buy	9,935 +2,543	+34%	+$779K	2.6%	12
2019 Q4	$2.39M	Sell	7,392 -1,113	-13%	-$344K	2.19%	13
2019 Q3	$2.54M	Sell	8,505 -681	-7%	-$202K	2.08%	12
2019 Q2	$2.71M	Sell	9,186 -297	-3%	-$86.1K	2.18%	11
2019 Q1	$2.7M	Sell	9,483 -433	-4%	-$118K	2.03%	10
2018 Q4	$2.5M	Sell	9,916 -482	-5%	-$131K	2.11%	10
2018 Q3	$3.04M	Sell	10,398 -93	-0.9%	-$26.7K	2.28%	9
2018 Q2	$2.86M	Sell	10,491 -3,612	-26%	-$983K	2.15%	10
2018 Q1	$3.74M	Sell	14,103 -10,374	-42%	-$2.85M	2.78%	7
2017 Q4	$6.58M	Buy	24,477 +12,182	+99%	+$3.19M	5.36%	2
2017 Q3	$3.11M	Sell	12,295 -13,154	-52%	-$3.27M	4.35%	7
2017 Q2	$6.19M	Buy	25,449 +268	+1%	+$64.7K	5.66%	2
2017 Q1	$5.97M	Buy	25,181 +800	+3%	+$187K	5.53%	2
2016 Q4	$5.49M	Buy	+24,381	New	+$5.36M	5.59%	2

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Northwest Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 8.1% in Q2 2026, buying an estimated $102K and bringing the position to 1,867 shares worth $1.4M. The position accounts for 0.18% of the portfolio, ranked #66.

Northwest Wealth Management first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.58M in Q4 2017. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Northwest Wealth Management held 1,867 shares of iShares Core S&P 500 ETF worth $1.4M as of Q2 2026.
Northwest Wealth Management bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
iShares Core S&P 500 ETF made up 0.18% of Northwest Wealth Management's portfolio in Q2 2026, its #66 holding.
Northwest Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
Northwest Wealth Management's iShares Core S&P 500 ETF position peaked at $6.58M in Q4 2017.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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