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

Schrum Private 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 		$2.6M Buy
3,714
+101
+3% +$73.5K 2.67% 6
2026
Q1 		$2.36M Sell
3,613
-45
-1% -$30.7K 1.8% 11
2025
Q4 		$2.51M Buy
3,658
+10
+0.3% +$6.79K 1.85% 11
2025
Q3 		$2.44M Buy
3,648
+22
+0.6% +$14.2K 1.79% 11
2025
Q2 		$2.25M Sell
3,626
-60
-2% -$34.5K 1.81% 11
2025
Q1 		$2.07M Sell
3,686
-126
-3% -$74.4K 1.82% 12
2024
Q4 		$2.24M Buy
3,812
+1,974
+107% +$1.17M 1.9% 9
2024
Q3 		$1.06M Sell
1,838
-1,989
-52% -$1.11M 0.55% 47
2024
Q2 		$2.09M Buy
3,827
+1,013
+36% +$533K 1.89% 8
2024
Q1 		$1.48M Buy
2,814
+1,907
+210% +$954K 1.34% 19
2023
Q4 		$434K Sell
907
-1,516
-63% -$679K 0.62% 47
2023
Q3 		$1.04M Sell
2,423
-55
-2% -$24.6K 1.19% 22
2023
Q2 		$1.1M Buy
2,478
+62
+3% +$26.1K 1.19% 23
2023
Q1 		$993K Buy
2,416
+8
+0.3% +$3.21K 1.15% 25
2022
Q4 		$925K Buy
2,408
+9
+0.4% +$3.47K 1.1% 27
2022
Q3 		$861K Buy
2,399
+102
+4% +$40.7K 1.09% 25
2022
Q2 		$871K Sell
2,297
-323
-12% -$133K 0.98% 28
2022
Q1 		$1.15M Buy
2,620
+5
+0.2% +$2.24K 1.15% 23
2021
Q4 		$1.25M Buy
+2,615
New +$1.21M 1.14% 23

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

Schrum Private Wealth Management's IVV Position: Q2 2026 in Review

Schrum Private Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.8% in Q2 2026, buying an estimated $73.5K and bringing the position to 3,714 shares worth $2.6M. The position accounts for 2.67% of the portfolio, ranked #6.

Schrum Private Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Schrum Private Wealth Management held 3,714 shares of iShares Core S&P 500 ETF worth $2.6M as of Q2 2026.
  • Schrum Private Wealth Management bought 101 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $73.5K.
  • iShares Core S&P 500 ETF made up 2.67% of Schrum Private Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Schrum Private Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.