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POM Investment Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

POM Investment Strategies’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 		– Sell
-167
Closed -$109K – 405
2026
Q1 		$109K Sell
167
-1,318
-89% -$900K 0.14% 70
2025
Q4 		$1.02M Buy
+1,485
New +$1.01M 0.52% 23
2025
Q2 		– Sell
-4
Closed -$2.25K – 192
2025
Q1 		$2.25K Buy
+4
New +$2.36K ﹤0.01% 150
2024
Q4 		– Sell
-21
Closed -$12.1K – 362
2024
Q3 		$12.1K Sell
21
-127
-86% -$70.6K 0.01% 128
2024
Q2 		$81K Buy
+148
New +$77.8K 0.06% 57
2024
Q1 		– Sell
-23
Closed -$11K – 257
2023
Q4 		$11K Buy
+23
New +$10.3K 0.01% 105

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

POM Investment Strategies's IVV Position: Q2 2026 in Review

POM Investment Strategies sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 167 shares — an estimated $109K sold.

POM Investment Strategies first reported a position in IVV in Q4 2023 and held it in 6 quarters. The position peaked at $1.02M in Q4 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • POM Investment Strategies reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 167 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $109K.
  • POM Investment Strategies first reported a position in iShares Core S&P 500 ETF in Q4 2023 and held it in 6 quarters.
  • POM Investment Strategies's iShares Core S&P 500 ETF position peaked at $1.02M in Q4 2025.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.