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

Potentia 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	$3.17M	Sell	4,231 -316	-7%	-$230K	1.3%	16
2026 Q1	$2.97M	Buy	4,547 +305	+7%	+$208K	1.15%	16
2025 Q4	$2.91M	Sell	4,242 -2,876	-40%	-$1.95M	1.06%	17
2025 Q3	$4.76M	Buy	7,118 +375	+6%	+$242K	1.82%	15
2025 Q2	$4.19M	Sell	6,743 -5,008	-43%	-$2.88M	2.39%	10
2025 Q1	$6.6M	Sell	11,751 -279	-2%	-$165K	3.1%	8
2024 Q4	$7.08M	Buy	+12,030	New	+$7.12M	3.15%	6

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

Potentia Wealth's IVV Position: Q2 2026 in Review

Potentia Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, selling an estimated $230K and leaving 4,231 shares worth $3.17M. The position accounts for 1.3% of the portfolio, ranked #16.

Potentia Wealth first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.08M in Q4 2024. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Potentia Wealth held 4,231 shares of iShares Core S&P 500 ETF worth $3.17M as of Q2 2026.
Potentia Wealth sold 316 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $230K.
iShares Core S&P 500 ETF made up 1.3% of Potentia Wealth's portfolio in Q2 2026, its #16 holding.
Potentia Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Potentia Wealth's iShares Core S&P 500 ETF position peaked at $7.08M in Q4 2024.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.