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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.7M Buy
3,605
+933
+35% +$679K 0.51% 49
2026
Q1
$1.75M Buy
2,672
+1,137
+74% +$776K 0.36% 84
2025
Q4
$1.05M Buy
1,535
+554
+56% +$376K 0.23% 121
2025
Q3
$657K Buy
981
+51
+5% +$32.8K 0.16% 153
2025
Q2
$578K Buy
930
+341
+58% +$196K 0.17% 146
2025
Q1
$331K Buy
589
+191
+48% +$113K 0.13% 175
2024
Q4
$234K Sell
398
-1
-0.3% -$592 0.09% 232
2024
Q3
$230K Sell
399
-46
-10% -$25.6K 0.09% 241
2024
Q2
$244K Sell
445
-2
-0.4% -$1.05K 0.1% 221
2024
Q1
$235K Sell
447
-328
-42% -$164K 0.12% 205
2023
Q4
$370K Buy
775
+156
+25% +$69.8K 0.2% 132
2023
Q3
$266K Sell
619
-2
-0.3% -$895 0.15% 175
2023
Q2
$277K Buy
621
+10
+2% +$4.21K 0.15% 160
2023
Q1
$251K Buy
611
+64
+12% +$25.7K 0.15% 164
2022
Q4
$210K Buy
+547
New +$211K 0.13% 189
2022
Q3
Sell
-547
Closed -$208K 212
2022
Q2
$208K Hold
547
0.14% 184
2022
Q1
$248K Sell
547
-31
-5% -$13.9K 0.14% 173
2021
Q4
$276K Buy
+578
New +$266K 0.15% 165

Other funds holding IVV

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

Silverlake Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q2 2026, buying an estimated $679K and bringing the position to 3,605 shares worth $2.7M. The position accounts for 0.51% of the portfolio, ranked #49.

Silverlake Wealth Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Silverlake Wealth Management held 3,605 shares of iShares Core S&P 500 ETF worth $2.7M as of Q2 2026.
  • Silverlake Wealth Management bought 933 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $679K.
  • iShares Core S&P 500 ETF made up 0.51% of Silverlake Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Silverlake Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.