NWK Group’s iShares Core S&P 500 ETF IVV Stock Holding History

NWK Group’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	$492K	Sell	657 -2	-0.3%	-$1.46K	0.15%	39
2026 Q1	$430K	Sell	659 -11	-2%	-$7.51K	0.17%	38
2025 Q4	$459K	Hold	670	–	–	0.16%	41
2025 Q3	$448K	Sell	670 -15	-2%	-$9.66K	0.15%	41
2025 Q2	$425K	Hold	685	–	–	0.15%	38
2025 Q1	$385K	Hold	685	–	–	0.18%	39
2024 Q4	$403K	Hold	685	–	–	0.16%	44
2024 Q3	$395K	Hold	685	–	–	0.16%	45
2024 Q2	$375K	Hold	685	–	–	0.16%	40
2024 Q1	$360K	Hold	685	–	–	0.17%	42
2023 Q4	$327K	Hold	685	–	–	0.17%	43
2023 Q3	$294K	Hold	685	–	–	0.18%	40
2023 Q2	$305K	Hold	685	–	–	0.18%	42
2023 Q1	$282K	Hold	685	–	–	0.18%	46
2022 Q4	$263K	Hold	685	–	–	0.19%	45
2022 Q3	$246K	Buy	685 +27	+4%	+$10.8K	0.19%	38
2022 Q2	$249K	Hold	658	–	–	0.17%	45
2022 Q1	$299K	Sell	658 -6	-0.9%	-$2.68K	0.16%	44
2021 Q4	$317K	Hold	664	–	–	0.12%	50
2021 Q3	$286K	Sell	664 -6	-0.9%	-$2.66K	0.11%	51
2021 Q2	$288K	Hold	670	–	–	0.11%	54
2021 Q1	$267K	Sell	670 -7	-1%	-$2.71K	0.12%	57
2020 Q4	$254K	Sell	677 -4	-0.6%	-$1.42K	0.11%	54
2020 Q3	$229K	Sell	681 -6	-0.9%	-$2K	0.11%	54
2020 Q2	$213K	Sell	687 -104	-13%	-$30.5K	0.12%	52
2020 Q1	$204K	Sell	791 -146	-16%	-$44.7K	0.17%	48
2019 Q4	$303K	Buy	+937	New	+$290K	0.25%	54

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

NWK Group's IVV Position: Q2 2026 in Review

NWK Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q2 2026, selling an estimated $1.46K and leaving 657 shares worth $492K. The position accounts for 0.15% of the portfolio, ranked #39.

NWK Group first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

NWK Group held 657 shares of iShares Core S&P 500 ETF worth $492K as of Q2 2026.
NWK Group sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.15% of NWK Group's portfolio in Q2 2026, its #39 holding.
NWK Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on NWK Group's 13F filing for Q2 2026, filed 10 Aug 2026.