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

Rolek 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	$629K	Buy	839 +261	+45%	+$190K	0.35%	12
2026 Q1	$378K	Hold	578	–	–	0.27%	16
2025 Q4	$396K	Hold	578	–	–	0.27%	13
2025 Q3	$387K	Hold	578	–	–	0.29%	12
2025 Q2	$359K	Buy	578 +83	+17%	+$47.7K	0.31%	12
2025 Q1	$268K	Buy	495 +7	+1%	+$4.13K	0.28%	12
2024 Q4	$287K	Buy	+488	New	+$289K	0.23%	9

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

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Rolek Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 45% in Q2 2026, buying an estimated $190K and bringing the position to 839 shares worth $629K. The position accounts for 0.35% of the portfolio, ranked #12.

Rolek Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Rolek Wealth Management held 839 shares of iShares Core S&P 500 ETF worth $629K as of Q2 2026.
Rolek Wealth Management bought 261 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $190K.
iShares Core S&P 500 ETF made up 0.35% of Rolek Wealth Management's portfolio in Q2 2026, its #12 holding.
Rolek Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Rolek Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.