NWS
IVV icon

Nvest Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Nvest Wealth Strategies’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 		$10.5K Hold
14
– – 0.01% 117
2026
Q1 		$9.14K Hold
14
– – 0.01% 124
2025
Q4 		$9.59K Buy
+14
New +$9.51K 0.01% 121

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Nvest Wealth Strategies's IVV Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 14 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #117.

Nvest Wealth Strategies first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Nvest Wealth Strategies held 14 shares of iShares Core S&P 500 ETF worth $10.5K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #117 holding.
  • Nvest Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.