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

Precision Wealth Strategies’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	$2.27M	Sell	3,035 -782	-20%	-$569K	0.69%	33
2026 Q1	$2.49M	Sell	3,817 -454	-11%	-$310K	0.83%	31
2025 Q4	$2.93M	Sell	4,271 -171	-4%	-$116K	0.95%	27
2025 Q3	$2.97M	Sell	4,442 -748	-14%	-$482K	0.96%	25
2025 Q2	$3.22M	Buy	5,190 +3,126	+151%	+$1.79M	1.05%	28
2025 Q1	$1.16M	Buy	+2,064	New	+$1.22M	0.89%	23

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

Precision Wealth Strategies's IVV Position: Q2 2026 in Review

Precision Wealth Strategies reduced its iShares Core S&P 500 ETF (IVV) stake by 20% in Q2 2026, selling an estimated $569K and leaving 3,035 shares worth $2.27M. The position accounts for 0.69% of the portfolio, ranked #33.

Precision Wealth Strategies first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.22M in Q2 2025. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Precision Wealth Strategies held 3,035 shares of iShares Core S&P 500 ETF worth $2.27M as of Q2 2026.
Precision Wealth Strategies sold 782 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $569K.
iShares Core S&P 500 ETF made up 0.69% of Precision Wealth Strategies's portfolio in Q2 2026, its #33 holding.
Precision Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Precision Wealth Strategies's iShares Core S&P 500 ETF position peaked at $3.22M in Q2 2025.
4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Precision Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.