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Schwarz Dygos Wheeler Investment Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$1.27M Buy
1,698
+108
+7% +$78.6K 0.24% 68
2026
Q1 		$1.04M Sell
1,590
-50
-3% -$34.1K 0.22% 67
2025
Q4 		$1.12M Buy
1,640
+38
+2% +$25.8K 0.23% 65
2025
Q3 		$1.07M Buy
1,602
+10
+0.6% +$6.44K 0.23% 68
2025
Q2 		$989K Buy
1,592
+54
+4% +$31K 0.23% 69
2025
Q1 		$865K Buy
1,538
+88
+6% +$52K 0.2% 76
2024
Q4 		$854K Buy
1,450
+146
+11% +$86.4K 0.21% 73
2024
Q3 		$753K Buy
1,304
+84
+7% +$46.7K 0.19% 84
2024
Q2 		$668K Buy
1,220
+178
+17% +$93.6K 0.18% 85
2024
Q1 		$548K Buy
1,042
+13
+1% +$6.5K 0.15% 96
2023
Q4 		$492K Buy
1,029
+33
+3% +$14.8K 0.15% 94
2023
Q3 		$428K Sell
996
-100
-9% -$44.7K 0.15% 96
2023
Q2 		$489K Sell
1,096
-98
-8% -$41.3K 0.16% 86
2023
Q1 		$491K Sell
1,194
-10
-0.8% -$4.01K 0.18% 79
2022
Q4 		$463K Buy
1,204
+106
+10% +$40.9K 0.18% 79
2022
Q3 		$394K Sell
1,098
-185
-14% -$73.9K 0.17% 79
2022
Q2 		$487K Buy
1,283
+9
+0.7% +$3.7K 0.2% 71
2022
Q1 		$578K Buy
1,274
+45
+4% +$20.1K 0.2% 75
2021
Q4 		$586K Buy
1,229
+97
+9% +$44.7K 0.2% 72
2021
Q3 		$488K Buy
1,132
+68
+6% +$30.1K 0.18% 82
2021
Q2 		$457K Hold
1,064
– – 0.17% 84
2021
Q1 		$423K Buy
1,064
+121
+13% +$46.8K 0.17% 81
2020
Q4 		$354K Buy
943
+78
+9% +$27.8K 0.17% 75
2020
Q3 		$291K Buy
865
+23
+3% +$7.65K 0.16% 80
2020
Q2 		$266K Hold
842
– – 0.17% 72
2020
Q1 		$218K Buy
842
+15
+2% +$4.6K 0.18% 72
2019
Q4 		$267K Buy
+827
New +$256K 0.18% 72

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

Schwarz Dygos Wheeler Investment Advisors's IVV Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, buying an estimated $78.6K and bringing the position to 1,698 shares worth $1.27M. The position accounts for 0.24% of the portfolio, ranked #68.

Schwarz Dygos Wheeler Investment Advisors first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 1,698 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors bought 108 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $78.6K.
  • iShares Core S&P 500 ETF made up 0.24% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #68 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.