Opal Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Opal Wealth Advisors’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	$1.34M	Buy	1,791 +517	+41%	+$376K	0.29%	40
2026 Q1	$832K	Sell	1,274 -6,763	-84%	-$4.62M	0.19%	54
2025 Q4	$5.5M	Buy	8,037 +6,940	+633%	+$4.71M	1.44%	9
2025 Q3	$734K	Sell	1,097 -12	-1%	-$7.73K	0.2%	65
2025 Q2	$689K	Buy	1,109 +274	+33%	+$157K	0.19%	65
2025 Q1	$469K	Sell	835 -1,173	-58%	-$693K	0.14%	84
2024 Q4	$1.18M	Buy	2,008 +238	+13%	+$141K	0.35%	40
2024 Q3	$1.02M	Buy	1,770 +17	+1%	+$9.45K	0.32%	45
2024 Q2	$959K	Sell	1,753 -481	-22%	-$253K	0.31%	41
2024 Q1	$1.17M	Sell	2,234 -488	-18%	-$244K	0.4%	35
2023 Q4	$1.3M	Buy	2,722 +1,460	+116%	+$653K	0.51%	35
2023 Q3	$542K	Buy	+1,262	New	+$564K	0.32%	52
2023 Q1	–	Sell	-3,845	Closed	-$1.48M	–	125
2022 Q4	$1.48M	Buy	3,845 +2,218	+136%	+$856K	0.81%	16
2022 Q3	$584K	Sell	1,627 -466	-22%	-$186K	0.43%	35
2022 Q2	$794K	Buy	+2,093	New	+$861K	0.53%	28
2022 Q1	–	Sell	-1,311	Closed	-$625K	–	117
2021 Q4	$625K	Buy	+1,311	New	+$604K	0.4%	44

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Opal Wealth Advisors's IVV Position: Q2 2026 in Review

Opal Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 41% in Q2 2026, buying an estimated $376K and bringing the position to 1,791 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #40.

Opal Wealth Advisors first reported a position in IVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $5.5M in Q4 2025. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Opal Wealth Advisors held 1,791 shares of iShares Core S&P 500 ETF worth $1.34M as of Q2 2026.
Opal Wealth Advisors bought 517 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $376K.
iShares Core S&P 500 ETF made up 0.29% of Opal Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Opal Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
Opal Wealth Advisors's iShares Core S&P 500 ETF position peaked at $5.5M in Q4 2025.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.