Sensible Money’s iShares Core S&P 500 ETF IVV Stock Holding History

Sensible Money’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	$1.81M	Sell	2,417 -102	-4%	-$74.3K	0.48%	18
2026 Q1	$1.65M	Buy	2,519 +596	+31%	+$407K	0.5%	16
2025 Q4	$1.32M	Buy	1,923 +4	+0.2%	+$2.72K	0.42%	19
2025 Q3	$1.28M	Buy	1,919 +3	+0.2%	+$1.93K	0.44%	19
2025 Q2	$1.19M	Buy	1,916 +3	+0.2%	+$1.72K	0.45%	19
2025 Q1	$1.08M	Sell	1,913 -4	-0.2%	-$2.36K	0.46%	19
2024 Q4	$1.13M	Buy	1,917 +23	+1%	+$13.6K	0.49%	19
2024 Q3	$1.09M	Sell	1,894 -74	-4%	-$41.1K	0.48%	20
2024 Q2	$1.08M	Buy	1,968 +3	+0.2%	+$1.58K	0.53%	20
2024 Q1	$1.03M	Buy	1,965 +21	+1%	+$10.5K	0.56%	19
2023 Q4	$929K	Buy	1,944 +595	+44%	+$266K	0.56%	20
2023 Q3	$579K	Buy	1,349 +123	+10%	+$55K	0.41%	30
2023 Q2	$547K	Hold	1,226	–	–	0.4%	33
2023 Q1	$504K	Buy	1,226 +163	+15%	+$65.3K	0.44%	33
2022 Q4	$408K	Buy	+1,063	New	+$410K	0.44%	34

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

Sensible Money's IVV Position: Q2 2026 in Review

Sensible Money reduced its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, selling an estimated $74.3K and leaving 2,417 shares worth $1.81M. The position accounts for 0.48% of the portfolio, ranked #18.

Sensible Money first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Sensible Money held 2,417 shares of iShares Core S&P 500 ETF worth $1.81M as of Q2 2026.
Sensible Money sold 102 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $74.3K.
iShares Core S&P 500 ETF made up 0.48% of Sensible Money's portfolio in Q2 2026, its #18 holding.
Sensible Money first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.