Portus Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Portus Wealth Advisors’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	$266K	Hold	355	–	–	0.22%	46
2026 Q1	$232K	Hold	355	–	–	0.22%	43
2025 Q4	$243K	Sell	355 -53	-13%	-$36K	0.23%	50
2025 Q3	$273K	Buy	+408	New	+$263K	0.27%	47

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Portus Wealth Advisors's IVV Position: Q2 2026 in Review

Portus Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 355 shares worth $266K. The position accounts for 0.22% of the portfolio, ranked #46.

Portus Wealth Advisors first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q3 2025. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Portus Wealth Advisors held 355 shares of iShares Core S&P 500 ETF worth $266K as of Q2 2026.
Portus Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.22% of Portus Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Portus Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
Portus Wealth Advisors's iShares Core S&P 500 ETF position peaked at $273K in Q3 2025.
4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.