NRW
IVV icon

Nova R Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Nova R 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 		$27.3M Sell
36,391
-367
-1% -$267K 7.95% 2
2026
Q1 		$24M Sell
36,758
-419
-1% -$286K 7.66% 2
2025
Q4 		$25.5M Sell
37,177
-3,002
-7% -$2.04M 9.28% 2
2025
Q3 		$26.9M Sell
40,179
-70
-0.2% -$45.1K 11.4% 2
2025
Q2 		$25M Buy
40,249
+1,122
+3% +$644K 11.62% 1
2025
Q1 		$22M Buy
39,127
+40
+0.1% +$23.6K 10.89% 1
2024
Q4 		$23M Sell
39,087
-1,075
-3% -$636K 11.6% 1
2024
Q3 		$23.2M Sell
40,162
-649
-2% -$361K 11.41% 1
2024
Q2 		$22.3M Buy
40,811
+1,155
+3% +$607K 11.51% 1
2024
Q1 		$20.8M Buy
39,656
+915
+2% +$458K 10.89% 1
2023
Q4 		$18.5M Sell
38,741
-391
-1% -$175K 11.65% 1
2023
Q3 		$16.8M Buy
39,132
+929
+2% +$416K 11.6% 2
2023
Q2 		$17M Buy
38,203
+946
+3% +$399K 11.41% 1
2023
Q1 		$15.3M Buy
37,257
+3,699
+11% +$1.48M 10.36% 3
2022
Q4 		$12.9M Buy
33,558
+5,565
+20% +$2.15M 9.44% 3
2022
Q3 		$10M Buy
27,993
+9,365
+50% +$3.74M 8.18% 3
2022
Q2 		$7.06M Sell
18,628
-3,544
-16% -$1.46M 5.81% 3
2022
Q1 		$10.1M Buy
22,172
+2,294
+12% +$1.03M 8.59% 2
2021
Q4 		$9.48M Buy
+19,878
New +$9.16M 7.67% 3

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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Nova R Wealth's IVV Position: Q2 2026 in Review

Nova R Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $267K and leaving 36,391 shares worth $27.3M. The position accounts for 7.95% of the portfolio, ranked #2.

Nova R Wealth first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nova R Wealth held 36,391 shares of iShares Core S&P 500 ETF worth $27.3M as of Q2 2026.
  • Nova R Wealth sold 367 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $267K.
  • iShares Core S&P 500 ETF made up 7.95% of Nova R Wealth's portfolio in Q2 2026, its #2 holding.
  • Nova R Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.