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

Shepherd 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
-647
Closed -$470K – 64
2026
Q1 		$470K Buy
647
+353
+120% +$241K 0.35% 26
2025
Q4 		$204K Buy
+294
New +$200K 0.14% 44

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

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

Shepherd Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 647 shares — an estimated $470K sold.

Shepherd Wealth Management first reported a position in IVV in Q4 2025 and held it in 2 quarters. The position peaked at $470K in Q1 2026. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Shepherd Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Shepherd Wealth Management sold 647 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $470K.
  • Shepherd Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 2 quarters.
  • Shepherd Wealth Management's iShares Core S&P 500 ETF position peaked at $470K in Q1 2026.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.