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Onyx Bridge Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Onyx Bridge Wealth 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 		$75.3M Sell
100,513
-48,499
-33% -$35.3M 6.77% 2
2026
Q1 		$97.3M Sell
149,012
-14,537
-9% -$9.93M 10.47% 1
2025
Q4 		$112M Sell
163,549
-1,124
-0.7% -$763K 11.92% 1
2025
Q3 		$110M Buy
164,673
+18,069
+12% +$11.6M 11.98% 1
2025
Q2 		$91M Buy
146,604
+17,043
+13% +$9.79M 12.04% 1
2025
Q1 		$72.8M Sell
129,561
-11,350
-8% -$6.7M 10.44% 1
2024
Q4 		$83M Buy
140,911
+7,857
+6% +$4.65M 11.95% 1
2024
Q3 		$76.7M Sell
133,054
-6,821
-5% -$3.79M 11.57% 1
2024
Q2 		$76.5M Buy
139,875
+8,107
+6% +$4.26M 12.57% 1
2024
Q1 		$67.3M Buy
131,768
+39,875
+43% +$20M 12.02% 1
2023
Q4 		$43.9M Buy
91,893
+3,434
+4% +$1.54M 8.86% 1
2023
Q3 		$38M Buy
88,459
+10,930
+14% +$4.89M 8.88% 1
2023
Q2 		$34.6M Buy
77,529
+38,307
+98% +$16.1M 8.27% 1
2023
Q1 		$16.1M Buy
39,222
+4,359
+13% +$1.75M 6.44% 2
2022
Q4 		$13.6M Sell
34,863
-2,844
-8% -$1.1M 5.53% 5
2022
Q3 		$13.5M Buy
37,707
+4,254
+13% +$1.7M 6.16% 4
2022
Q2 		$13.3M Sell
33,453
-28,563
-46% -$11.7M 5.92% 5
2022
Q1 		$26M Sell
62,016
-2,046
-3% -$915K 9.86% 2
2021
Q4 		$30.7M Buy
64,062
+13,623
+27% +$6.28M 10.36% 3
2021
Q3 		$22.6M Buy
50,439
+4,224
+9% +$1.87M 8.51% 4
2021
Q2 		$20M Buy
46,215
+5,924
+15% +$2.48M 8.66% 5
2021
Q1 		$16M Buy
40,291
+9,611
+31% +$3.72M 8.02% 4
2020
Q4 		$11.5M Buy
+30,680
New +$10.9M 7.54% 6

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 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capula Management
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Onyx Bridge Wealth Group's IVV Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 33% in Q2 2026, selling an estimated $35.3M and leaving 100,513 shares worth $75.3M. The position accounts for 6.77% of the portfolio, ranked #2.

Onyx Bridge Wealth Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $112M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Onyx Bridge Wealth Group held 100,513 shares of iShares Core S&P 500 ETF worth $75.3M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 48,499 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $35.3M.
  • iShares Core S&P 500 ETF made up 6.77% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #2 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Onyx Bridge Wealth Group's iShares Core S&P 500 ETF position peaked at $112M in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.