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

Quaker Wealth Management’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	$94.4K	Sell	126 -4	-3%	-$2.91K	0.03%	115
2026 Q1	$84.9K	Sell	130 -19	-13%	-$13K	0.03%	121
2025 Q4	$102K	Sell	149 -28	-16%	-$19K	0.03%	116
2025 Q3	$118K	Hold	177	–	–	0.04%	97
2025 Q2	$110K	Buy	+177	New	+$102K	0.04%	103

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Quaker Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $2.91K and leaving 126 shares worth $94.4K. The position accounts for 0.03% of the portfolio, ranked #115.

Quaker Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $118K in Q3 2025. 1,571 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Quaker Wealth Management held 126 shares of iShares Core S&P 500 ETF worth $94.4K as of Q2 2026.
Quaker Wealth Management sold 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
iShares Core S&P 500 ETF made up 0.03% of Quaker Wealth Management's portfolio in Q2 2026, its #115 holding.
Quaker Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Quaker Wealth Management's iShares Core S&P 500 ETF position peaked at $118K in Q3 2025.
1,571 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.