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IVV icon

Seven Springs Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Seven Springs Wealth Group’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 		$6.05M Sell
8,078
-47
-0.6% -$34.2K 1.32% 16
2026
Q1 		$5.31M Sell
8,125
-10
-0.1% -$6.83K 1.23% 16
2025
Q4 		$5.57M Sell
8,135
-23
-0.3% -$15.6K 1.59% 15
2025
Q3 		$5.46M Sell
8,158
-55
-0.7% -$35.4K 1.32% 16
2025
Q2 		$5.1M Hold
8,213
– – 1.26% 15
2025
Q1 		$4.62M Sell
8,213
-9
-0.1% -$5.32K 1.65% 13
2024
Q4 		$4.84M Sell
8,222
-59
-0.7% -$34.9K 1.8% 15
2024
Q3 		$4.78M Hold
8,281
– – 1.74% 15
2024
Q2 		$4.53M Sell
8,281
-230
-3% -$121K 1.77% 15
2024
Q1 		$4.47M Sell
8,511
-131
-2% -$65.5K 1.72% 14
2023
Q4 		$4.13M Sell
8,642
-115
-1% -$51.5K 1.86% 13
2023
Q3 		$3.76M Sell
8,757
-183
-2% -$81.9K 1.8% 14
2023
Q2 		$3.98M Sell
8,940
-102
-1% -$43K 1.89% 11
2023
Q1 		$3.72M Sell
9,042
-8
-0.1% -$3.21K 1.84% 11
2022
Q4 		$3.48M Sell
9,050
-7
-0.1% -$2.7K 1.68% 11
2022
Q3 		$3.25M Sell
9,057
-239
-3% -$95.4K 1.77% 12
2022
Q2 		$3.52M Sell
9,296
-191
-2% -$78.6K 1.77% 11
2022
Q1 		$4.3M Buy
9,487
+351
+4% +$157K 2.04% 10
2021
Q4 		$4.36M Buy
9,136
+955
+12% +$440K 1.99% 12
2021
Q3 		$3.52M Sell
8,181
-1
-0% -$443 1.73% 12
2021
Q2 		$3.52M Sell
8,182
-43
-0.5% -$18K 1.52% 13
2021
Q1 		$3.27M Sell
8,225
-132
-2% -$51.1K 1.54% 13
2020
Q4 		$3.14M Sell
8,357
-756
-8% -$269K 1.62% 13
2020
Q3 		$3.06M Sell
9,113
-71
-0.8% -$23.6K 1.92% 12
2020
Q2 		$2.84M Sell
9,184
-98
-1% -$28.8K 1.81% 13
2020
Q1 		$2.4M Buy
9,282
+9,120
+5,630% +$2.79M 1.69% 12
2019
Q4 		$52K Buy
+162
New +$50.1K 0.04% 93

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

Seven Springs Wealth Group's IVV Position: Q2 2026 in Review

Seven Springs Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.58% in Q2 2026, selling an estimated $34.2K and leaving 8,078 shares worth $6.05M. The position accounts for 1.32% of the portfolio, ranked #16.

Seven Springs Wealth Group first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Seven Springs Wealth Group held 8,078 shares of iShares Core S&P 500 ETF worth $6.05M as of Q2 2026.
  • Seven Springs Wealth Group sold 47 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $34.2K.
  • iShares Core S&P 500 ETF made up 1.32% of Seven Springs Wealth Group's portfolio in Q2 2026, its #16 holding.
  • Seven Springs Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Seven Springs Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.