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

Proactive 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	$1.89M	Buy	2,522 +141	+6%	+$103K	0.3%	84
2026 Q1	$1.55M	Buy	2,381 +1,286	+117%	+$878K	0.29%	81
2025 Q4	$750K	Buy	1,095 +7	+0.6%	+$4.75K	0.3%	76
2025 Q3	$728K	Buy	1,088 +6	+0.6%	+$3.86K	0.31%	73
2025 Q2	$672K	Sell	1,082 -19	-2%	-$10.9K	0.32%	74
2025 Q1	$619K	Buy	1,101 +24	+2%	+$14.2K	0.33%	73
2024 Q4	$634K	Buy	1,077 +211	+24%	+$125K	0.33%	72
2024 Q3	$499K	Buy	+866	New	+$482K	0.28%	76

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

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

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

Proactive Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $103K and bringing the position to 2,522 shares worth $1.89M. The position accounts for 0.3% of the portfolio, ranked #84.

Proactive Wealth Strategies first reported a position in IVV in Q3 2024 and has held it in 8 quarters since. 3,066 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Proactive Wealth Strategies held 2,522 shares of iShares Core S&P 500 ETF worth $1.89M as of Q2 2026.
Proactive Wealth Strategies bought 141 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $103K.
iShares Core S&P 500 ETF made up 0.3% of Proactive Wealth Strategies's portfolio in Q2 2026, its #84 holding.
Proactive Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
3,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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