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

Private Wealth Management Group’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	$122K	Sell	163 -51	-24%	-$37.1K	0.03%	151
2026 Q1	$140K	Buy	214 +60	+39%	+$41K	0.04%	108
2025 Q4	$105K	Hold	154	–	–	0.03%	122
2025 Q3	$103K	Hold	154	–	–	0.03%	124
2025 Q2	$95.6K	Hold	154	–	–	0.03%	121
2025 Q1	$86.5K	Buy	154 +77	+100%	+$45.5K	0.03%	121
2024 Q4	$45.3K	Hold	77	–	–	0.02%	178
2024 Q3	$44.4K	Sell	77 -3	-4%	-$1.67K	0.02%	175
2024 Q2	$43.8K	Buy	80 +40	+100%	+$21K	0.02%	167
2024 Q1	$21K	Hold	40	–	–	0.01%	262
2023 Q4	$19.1K	Buy	+40	New	+$17.9K	0.01%	272

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

Private Wealth Management Group's IVV Position: Q2 2026 in Review

Private Wealth Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, selling an estimated $37.1K and leaving 163 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #151.

Private Wealth Management Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q1 2026. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Private Wealth Management Group held 163 shares of iShares Core S&P 500 ETF worth $122K as of Q2 2026.
Private Wealth Management Group sold 51 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $37.1K.
iShares Core S&P 500 ETF made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #151 holding.
Private Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's iShares Core S&P 500 ETF position peaked at $140K in Q1 2026.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.