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

Shelton 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 		– Sell
-357
Closed -$233K – 153
2026
Q1 		$233K Hold
357
– – 0.1% 118
2025
Q4 		$245K Hold
357
– – 0.1% 118
2025
Q3 		$239K Buy
+357
New +$230K 0.11% 117

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Shelton Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 357 shares — an estimated $233K sold.

Shelton Wealth Management first reported a position in IVV in Q3 2025 and held it in 3 quarters. The position peaked at $245K in Q4 2025. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shelton Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Shelton Wealth Management sold 357 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $233K.
  • Shelton Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and held it in 3 quarters.
  • Shelton Wealth Management's iShares Core S&P 500 ETF position peaked at $245K in Q4 2025.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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