Puff 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
$394K Buy
+526
New +$383K 0.4% 55
2025
Q4
$360K Buy
525
+1
+0.2% +$679 0.47% 49
2025
Q3
$351K Buy
524
+1
+0.2% +$644 0.53% 43
2025
Q2
$325K Buy
+523
New +$300K 0.24% 74
2025
Q1
Sell
-345
Closed -$203K 102
2024
Q4
$203K Buy
+345
New +$204K 0.35% 57

Other funds holding IVV

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

Puff Wealth Management opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 526 shares worth $394K. The stake represents 0.4% of the portfolio and ranks #55 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in IVV as recently as Q4 2025.

Puff Wealth Management first reported a position in IVV in Q4 2024 and has held it in 5 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Puff Wealth Management held 526 shares of iShares Core S&P 500 ETF worth $394K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Puff Wealth Management position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.4% of Puff Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Puff Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.