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

Nova 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	$218K	Sell	291 -55	-16%	-$40.1K	0.12%	134
2026 Q1	$226K	Buy	346 +20	+6%	+$13.7K	0.15%	126
2025 Q4	$223K	Hold	326	–	–	0.15%	121
2025 Q3	$218K	Sell	326 -96	-23%	-$61.8K	0.15%	122
2025 Q2	$262K	Sell	422 -167	-28%	-$95.9K	0.19%	115
2025 Q1	$331K	Buy	589 +32	+6%	+$18.9K	0.29%	86
2024 Q4	$328K	Buy	+557	New	+$330K	0.28%	85

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

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

Nova Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $40.1K and leaving 291 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #134.

Nova Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q1 2025. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Nova Wealth Management held 291 shares of iShares Core S&P 500 ETF worth $218K as of Q2 2026.
Nova Wealth Management sold 55 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $40.1K.
iShares Core S&P 500 ETF made up 0.12% of Nova Wealth Management's portfolio in Q2 2026, its #134 holding.
Nova Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's iShares Core S&P 500 ETF position peaked at $331K in Q1 2025.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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