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

Power Wealth Management’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 		$7.37M Sell
9,846
-149
-1% -$109K 2.53% 10
2026
Q1 		$6.53M Sell
9,995
-81
-0.8% -$55.3K 2.43% 11
2025
Q4 		$6.9M Sell
10,076
-46
-0.5% -$31.2K 2.43% 11
2025
Q3 		$6.77M Sell
10,122
-23
-0.2% -$14.8K 2.47% 11
2025
Q2 		$6.3M Sell
10,145
-212
-2% -$122K 2.42% 10
2025
Q1 		$5.82M Sell
10,357
-1,937
-16% -$1.14M 2.36% 10
2024
Q4 		$7.24M Sell
12,294
-902
-7% -$534K 3.02% 9
2024
Q3 		$7.61M Sell
13,196
-1,331
-9% -$740K 3.25% 10
2024
Q2 		$7.95M Sell
14,527
-5,900
-29% -$3.1M 3.8% 4
2024
Q1 		$10.7M Sell
20,427
-848
-4% -$424K 6.74% 2
2023
Q4 		$10.2M Buy
+21,275
New +$9.52M 7.06% 2

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 22.96% 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

Power Wealth Management's IVV Position: Q2 2026 in Review

Power Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.5% in Q2 2026, selling an estimated $109K and leaving 9,846 shares worth $7.37M. The position accounts for 2.53% of the portfolio, ranked #10.

Power Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.7M in Q1 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Power Wealth Management held 9,846 shares of iShares Core S&P 500 ETF worth $7.37M as of Q2 2026.
  • Power Wealth Management sold 149 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $109K.
  • iShares Core S&P 500 ETF made up 2.53% of Power Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Power Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Power Wealth Management's iShares Core S&P 500 ETF position peaked at $10.7M in Q1 2024.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.