Schwallier Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Schwallier Wealth Management's IVV Position: Q2 2026 in Review
Schwallier Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q2 2026, buying an estimated $728 and bringing the position to 426 shares worth $319K. The position accounts for 0.2% of the portfolio, ranked #55.
Schwallier Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Schwallier Wealth Management held 426 shares of iShares Core S&P 500 ETF worth $319K as of Q2 2026.
- Schwallier Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
- iShares Core S&P 500 ETF made up 0.2% of Schwallier Wealth Management's portfolio in Q2 2026, its #55 holding.
- Schwallier Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
- 4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.