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

Seaside 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	$752K	Buy	1,005 +1	+0.1%	+$728	0.19%	32
2026 Q1	$656K	Hold	1,004	–	–	0.18%	33
2025 Q4	$688K	Buy	1,004 +1	+0.1%	+$679	0.2%	31
2025 Q3	$671K	Hold	1,003	–	–	0.2%	31
2025 Q2	$623K	Sell	1,003 -503	-33%	-$289K	0.2%	32
2025 Q1	$846K	Buy	1,506 +57	+4%	+$33.7K	0.3%	25
2024 Q4	$853K	Buy	1,449 +44	+3%	+$26K	0.31%	26
2024 Q3	$810K	Sell	1,405 -30	-2%	-$16.7K	0.31%	25
2024 Q2	$786K	Sell	1,435 -10	-0.7%	-$5.26K	0.33%	25
2024 Q1	$760K	Sell	1,445 -242	-14%	-$121K	0.32%	26
2023 Q4	$806K	Buy	1,687 +85	+5%	+$38K	0.37%	23
2023 Q3	$688K	Hold	1,602	–	–	0.35%	24
2023 Q2	$714K	Sell	1,602 -1,080	-40%	-$455K	0.37%	24
2023 Q1	$1.1M	Hold	2,682	–	–	0.67%	16
2022 Q4	$1.03M	Sell	2,682 -125	-4%	-$48.2K	0.68%	16
2022 Q3	$1.09M	Sell	2,807 -75	-3%	-$29.9K	0.75%	15
2022 Q2	$1.2M	Buy	+2,882	New	+$1.19M	0.9%	16

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

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

Seaside Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, buying an estimated $728 and bringing the position to 1,005 shares worth $752K. The position accounts for 0.19% of the portfolio, ranked #32.

Seaside Wealth Management first reported a position in IVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.2M in Q2 2022. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Seaside Wealth Management held 1,005 shares of iShares Core S&P 500 ETF worth $752K as of Q2 2026.
Seaside 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 0.19% of Seaside Wealth Management's portfolio in Q2 2026, its #32 holding.
Seaside Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2022 and has held it in 17 quarters since.
Seaside Wealth Management's iShares Core S&P 500 ETF position peaked at $1.2M in Q2 2022.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Seaside Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.