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Plan A Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Plan A Wealth’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 		$2.5M Sell
3,335
-895
-21% -$652K 1.06% 13
2026
Q1 		$2.76M Buy
4,230
+26
+0.6% +$17.8K 1.32% 11
2025
Q4 		$2.88M Buy
4,204
+1,606
+62% +$1.09M 1.41% 12
2025
Q3 		$1.74M Buy
2,598
+200
+8% +$129K 0.88% 14
2025
Q2 		$1.49M Buy
2,398
+690
+40% +$396K 0.84% 19
2025
Q1 		$960K Sell
1,708
-126
-7% -$74.4K 0.74% 32
2024
Q4 		$1.08M Buy
+1,834
New +$1.09M 0.99% 28

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 22.96% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Plan A Wealth's IVV Position: Q2 2026 in Review

Plan A Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 21% in Q2 2026, selling an estimated $652K and leaving 3,335 shares worth $2.5M. The position accounts for 1.06% of the portfolio, ranked #13.

Plan A Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.88M in Q4 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Plan A Wealth held 3,335 shares of iShares Core S&P 500 ETF worth $2.5M as of Q2 2026.
  • Plan A Wealth sold 895 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $652K.
  • iShares Core S&P 500 ETF made up 1.06% of Plan A Wealth's portfolio in Q2 2026, its #13 holding.
  • Plan A Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's iShares Core S&P 500 ETF position peaked at $2.88M in Q4 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.