Proathlete Wealth Management’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
$115M Sell
153,501
-1,870
-1% -$1.36M 28.45% 1
2026
Q1
$102M Buy
155,371
+3,987
+3% +$2.72M 28.19% 1
2025
Q4
$104M Buy
151,384
+4,251
+3% +$2.89M 28.34% 1
2025
Q3
$98.5M Buy
147,133
+5,117
+4% +$3.3M 28.35% 1
2025
Q2
$88.2M Buy
142,016
+21,150
+17% +$12.1M 28.06% 1
2025
Q1
$67.9M Buy
120,866
+6,198
+5% +$3.66M 24.76% 1
2024
Q4
$67.5M Buy
114,668
+7,764
+7% +$4.6M 25.42% 1
2024
Q3
$61.7M Buy
106,904
+5,324
+5% +$2.96M 25.41% 1
2024
Q2
$55.6M Buy
101,580
+5,229
+5% +$2.75M 26.32% 1
2024
Q1
$50.7M Buy
96,351
+2,091
+2% +$1.05M 26.94% 1
2023
Q4
$45M Buy
+94,260
New +$42.2M 26.64% 1

Other funds holding IVV

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

Proathlete Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, selling an estimated $1.36M and leaving 153,501 shares worth $115M. The position accounts for 28.45% of the portfolio, ranked #1.

Proathlete Wealth Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Proathlete Wealth Management held 153,501 shares of iShares Core S&P 500 ETF worth $115M as of Q2 2026.
  • Proathlete Wealth Management sold 1,870 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Core S&P 500 ETF made up 28.45% of Proathlete Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Proathlete Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.