Powerhouse Assets’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
$30.1M Sell
40,136
-4,168
-9% -$3.04M 24.47% 2
2026
Q1
$28.9M Buy
44,304
+961
+2% +$656K 25.18% 1
2025
Q4
$29.7M Buy
+43,343
New +$29.4M 26.11% 1

Other funds holding IVV

Powerhouse Assets's IVV Position: Q2 2026 in Review

Powerhouse Assets reduced its iShares Core S&P 500 ETF (IVV) stake by 9.4% in Q2 2026, selling an estimated $3.04M and leaving 40,136 shares worth $30.1M. The position accounts for 24.47% of the portfolio, ranked #2.

Powerhouse Assets first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,077 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Powerhouse Assets held 40,136 shares of iShares Core S&P 500 ETF worth $30.1M as of Q2 2026.
  • Powerhouse Assets sold 4,168 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.04M.
  • iShares Core S&P 500 ETF made up 24.47% of Powerhouse Assets's portfolio in Q2 2026, its #2 holding.
  • Powerhouse Assets first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,077 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Powerhouse Assets's 13F filing for Q2 2026, filed 23 Jul 2026.