PlanWiser Financial’s iShares Core S&P 500 ETF IVV Stock Holding History

PlanWiser Financial’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	$14.2M	Sell	19,023 -421	-2%	-$307K	9.9%	2
2026 Q1	$13.7M	Sell	19,444 -1,921	-9%	-$1.31M	9.9%	2
2025 Q4	$14.7M	Buy	21,365 +2,669	+14%	+$1.81M	11%	1
2025 Q3	$12.8M	Sell	18,696 -1,309	-7%	-$843K	10.2%	2
2025 Q2	$12.8M	Buy	20,005 +1,404	+8%	+$806K	10.92%	1
2025 Q1	$10.5M	Buy	+18,601	New	+$11M	9.5%	2

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

PlanWiser Financial's IVV Position: Q2 2026 in Review

PlanWiser Financial reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, selling an estimated $307K and leaving 19,023 shares worth $14.2M. The position accounts for 9.9% of the portfolio, ranked #2.

PlanWiser Financial first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.7M in Q4 2025. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

PlanWiser Financial held 19,023 shares of iShares Core S&P 500 ETF worth $14.2M as of Q2 2026.
PlanWiser Financial sold 421 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $307K.
iShares Core S&P 500 ETF made up 9.9% of PlanWiser Financial's portfolio in Q2 2026, its #2 holding.
PlanWiser Financial first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's iShares Core S&P 500 ETF position peaked at $14.7M in Q4 2025.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.