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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.26M Buy
1,678
+4
+0.2% +$2.91K 0.45% 53
2026
Q1
$1.09M Buy
1,674
+73
+5% +$49.8K 0.43% 53
2025
Q4
$1.1M Buy
+1,601
New +$1.09M 0.44% 52

Other funds holding IVV

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

Selby Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.24% in Q2 2026, buying an estimated $2.91K and bringing the position to 1,678 shares worth $1.26M. The position accounts for 0.45% of the portfolio, ranked #53.

Selby Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Selby Wealth Management held 1,678 shares of iShares Core S&P 500 ETF worth $1.26M as of Q2 2026.
  • Selby Wealth Management bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 0.45% of Selby Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Selby Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Selby Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.