Ponta Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$514K Hold
686
0.27% 89
2026
Q1
$448K Buy
+686
New +$468K 0.36% 68

Other funds holding IVV

Ponta Wealth Partners's IVV Position: Q2 2026 in Review

Ponta Wealth Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 686 shares worth $514K. The position accounts for 0.27% of the portfolio, ranked #89.

Ponta Wealth Partners first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Ponta Wealth Partners held 686 shares of iShares Core S&P 500 ETF worth $514K as of Q2 2026.
  • Ponta Wealth Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.27% of Ponta Wealth Partners's portfolio in Q2 2026, its #89 holding.
  • Ponta Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Ponta Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.