Signal Advisors Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Signal Advisors Wealth’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	$9.11M	Buy	12,171 +3,071	+34%	+$2.24M	0.46%	51
2026 Q1	$5.94M	Sell	9,100 -218	-2%	-$149K	0.41%	59
2025 Q4	$6.38M	Buy	9,318 +748	+9%	+$508K	0.51%	48
2025 Q3	$5.74M	Buy	8,570 +1,825	+27%	+$1.18M	0.52%	49
2025 Q2	$4.19M	Sell	6,745 -2,463	-27%	-$1.41M	0.33%	86
2025 Q1	$5.17M	Sell	9,208 -1,207	-12%	-$713K	0.51%	53
2024 Q4	$6.13M	Sell	10,415 -4,324	-29%	-$2.56M	0.69%	35
2024 Q3	$8.5M	Buy	14,739 +13,884	+1,624%	+$7.72M	1.22%	13
2024 Q2	$468K	Sell	855 -18,772	-96%	-$9.87M	1.02%	28
2024 Q1	$10.3M	Sell	19,627 -1,652	-8%	-$827K	2.56%	5
2023 Q4	$10.2M	Buy	+21,279	New	+$9.52M	3.52%	2

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

Signal Advisors Wealth's IVV Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 34% in Q2 2026, buying an estimated $2.24M and bringing the position to 12,171 shares worth $9.11M. The position accounts for 0.46% of the portfolio, ranked #51.

Signal Advisors Wealth first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q1 2024. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Signal Advisors Wealth held 12,171 shares of iShares Core S&P 500 ETF worth $9.11M as of Q2 2026.
Signal Advisors Wealth bought 3,071 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.24M.
iShares Core S&P 500 ETF made up 0.46% of Signal Advisors Wealth's portfolio in Q2 2026, its #51 holding.
Signal Advisors Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Signal Advisors Wealth's iShares Core S&P 500 ETF position peaked at $10.3M in Q1 2024.
4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.