QWM
IVV icon

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
2025
Q2 		– Sell
-194
Closed -$109K – 1284
2025
Q1 		$109K Buy
+194
New +$115K 0.04% 97

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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. 1,579 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.
  • 1,579 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.