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

One Plus One 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	$273K	Sell	365 -47	-11%	-$34.2K	0.12%	85
2026 Q1	$269K	Buy	412 +12	+3%	+$8.19K	0.11%	80
2025 Q4	$274K	Hold	400	–	–	0.13%	87
2025 Q3	$268K	Hold	400	–	–	0.13%	86
2025 Q2	$248K	Sell	400 -20	-5%	-$11.5K	0.14%	82
2025 Q1	$236K	Buy	420 +55	+15%	+$32.5K	0.13%	82
2024 Q4	$215K	Hold	365	–	–	0.13%	89
2024 Q3	$211K	Sell	365 -25	-6%	-$13.9K	0.12%	83
2024 Q2	$213K	Sell	390 -96	-20%	-$50.5K	0.12%	86
2024 Q1	$256K	Hold	486	–	–	0.15%	85
2023 Q4	$232K	Hold	486	–	–	0.14%	82
2023 Q3	$209K	Hold	486	–	–	0.14%	84
2023 Q2	$217K	Buy	+486	New	+$205K	0.14%	85
2023 Q1	–	Sell	-530	Closed	-$204K	–	94
2022 Q4	$204K	Sell	530 -109	-17%	-$42.1K	0.14%	85
2022 Q3	$229K	Sell	639 -15	-2%	-$5.99K	0.19%	80
2022 Q2	$248K	Buy	654 +11	+2%	+$4.53K	0.19%	80
2022 Q1	$292K	Buy	643 +107	+20%	+$47.9K	0.19%	73
2021 Q4	$256K	Hold	536	–	–	0.18%	85
2021 Q3	$231K	Hold	536	–	–	0.17%	75
2021 Q2	$230K	Sell	536 -50	-9%	-$20.9K	0.16%	74
2021 Q1	$233K	Buy	+586	New	+$227K	0.18%	75

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

One Plus One Wealth Management's IVV Position: Q2 2026 in Review

One Plus One Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $34.2K and leaving 365 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #85.

One Plus One Wealth Management first reported a position in IVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $292K in Q1 2022. 1,861 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

One Plus One Wealth Management held 365 shares of iShares Core S&P 500 ETF worth $273K as of Q2 2026.
One Plus One Wealth Management sold 47 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.2K.
iShares Core S&P 500 ETF made up 0.12% of One Plus One Wealth Management's portfolio in Q2 2026, its #85 holding.
One Plus One Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
One Plus One Wealth Management's iShares Core S&P 500 ETF position peaked at $292K in Q1 2022.
1,861 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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