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

Sanchez Wealth Management Group’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 		$31M Sell
41,374
-427
-1% -$311K 5.43% 8
2026
Q1 		$27.3M Sell
41,801
-62
-0.1% -$42.3K 5.91% 6
2025
Q4 		$28.7M Sell
41,863
-613
-1% -$416K 6.13% 7
2025
Q3 		$28.4M Sell
42,476
-587
-1% -$378K 6.31% 7
2025
Q2 		$26.7M Sell
43,063
-321
-0.7% -$184K 6.45% 6
2025
Q1 		$24.4M Buy
43,384
+94
+0.2% +$55.5K 6.62% 5
2024
Q4 		$25.5M Buy
43,290
+2,408
+6% +$1.43M 6.96% 4
2024
Q3 		$23.6M Buy
40,882
+110
+0.3% +$61.2K 7.19% 5
2024
Q2 		$22.3M Sell
40,772
-33
-0.1% -$17.4K 7.23% 6
2024
Q1 		$21.5M Buy
40,805
+63
+0.2% +$31.5K 7.26% 4
2023
Q4 		$19.5M Sell
40,742
-283
-0.7% -$127K 7.09% 5
2023
Q3 		$17.6M Sell
41,025
-199
-0.5% -$89K 7.11% 5
2023
Q2 		$18.4M Buy
41,224
+35
+0.1% +$14.8K 7.44% 5
2023
Q1 		$16.9M Sell
41,189
-313
-0.8% -$125K 7.46% 5
2022
Q4 		$15.9M Buy
41,502
+4
+0% +$1.54K 7.82% 5
2022
Q3 		$14.9M Buy
41,498
+19
+0% +$7.59K 8.12% 6
2022
Q2 		$15.7M Buy
41,479
+76
+0.2% +$31.3K 7.82% 6
2022
Q1 		$18.8M Buy
41,403
+104
+0.3% +$46.5K 7.9% 6
2021
Q4 		$19.7M Buy
41,299
+57
+0.1% +$26.3K 8.31% 6
2021
Q3 		$17.8M Buy
41,242
+132
+0.3% +$58.5K 7.97% 6
2021
Q2 		$17.7M Buy
41,110
+68
+0.2% +$28.5K 8.07% 6
2021
Q1 		$16.3M Sell
41,042
-162
-0.4% -$62.7K 8.31% 5
2020
Q4 		$15.5M Sell
41,204
-1,504
-4% -$535K 8.31% 5
2020
Q3 		$14.4M Sell
42,708
-604
-1% -$201K 8.48% 6
2020
Q2 		$13.4M Buy
43,312
+13
+0% +$3.82K 8.94% 5
2020
Q1 		$11.2M Sell
43,299
-3,438
-7% -$1.05M 10.17% 5
2019
Q4 		$15.1M Sell
46,737
-1,099
-2% -$340K 10.95% 4
2019
Q3 		$14.3M Buy
47,836
+2,536
+6% +$754K 11.78% 3
2019
Q2 		$13.4M Buy
45,300
+1,583
+4% +$459K 11.51% 2
2019
Q1 		$12.4M Buy
43,717
+2,939
+7% +$804K 11.1% 2
2018
Q4 		$10.3M Buy
+40,778
New +$11.1M 11.32% 2

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Sanchez Wealth Management Group's IVV Position: Q2 2026 in Review

Sanchez Wealth Management Group reduced its iShares Core S&P 500 ETF (IVV) stake by 1% in Q2 2026, selling an estimated $311K and leaving 41,374 shares worth $31M. The position accounts for 5.43% of the portfolio, ranked #8.

Sanchez Wealth Management Group first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Sanchez Wealth Management Group held 41,374 shares of iShares Core S&P 500 ETF worth $31M as of Q2 2026.
  • Sanchez Wealth Management Group sold 427 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $311K.
  • iShares Core S&P 500 ETF made up 5.43% of Sanchez Wealth Management Group's portfolio in Q2 2026, its #8 holding.
  • Sanchez Wealth Management Group first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.