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

Peck 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	$1.38M	Sell	1,841 -5	-0.3%	-$3.64K	1.16%	32
2026 Q1	$1.21M	Sell	1,846 -31	-2%	-$21.2K	1.21%	30
2025 Q4	$1.29M	Sell	1,877 -29	-2%	-$19.7K	1.22%	31
2025 Q3	$1.28M	Buy	+1,906	New	+$1.23M	1.22%	31

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

Peck Wealth Management's IVV Position: Q2 2026 in Review

Peck Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.27% in Q2 2026, selling an estimated $3.64K and leaving 1,841 shares worth $1.38M. The position accounts for 1.16% of the portfolio, ranked #32.

Peck Wealth Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Peck Wealth Management held 1,841 shares of iShares Core S&P 500 ETF worth $1.38M as of Q2 2026.
Peck Wealth Management sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 1.16% of Peck Wealth Management's portfolio in Q2 2026, its #32 holding.
Peck Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Peck Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.