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

Silvia McColl 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	$3.2M	Hold	4,275	–	–	1.93%	9
2026 Q1	$2.79M	Hold	4,275	–	–	1.84%	10
2025 Q4	$2.93M	Hold	4,275	–	–	1.95%	10
2025 Q3	$2.86M	Hold	4,275	–	–	1.94%	10
2025 Q2	$2.65M	Hold	4,275	–	–	1.93%	12
2025 Q1	$2.4M	Hold	4,275	–	–	1.82%	11
2024 Q4	$2.52M	Hold	4,275	–	–	1.89%	10
2024 Q3	$2.47M	Hold	4,275	–	–	1.85%	10
2024 Q2	$2.34M	Hold	4,275	–	–	1.94%	11
2024 Q1	$2.21M	Hold	4,275	–	–	1.89%	10
2023 Q4	$2.04M	Hold	4,275	–	–	1.84%	9
2023 Q3	$1.84M	Hold	4,275	–	–	1.84%	10
2023 Q2	$1.91M	Hold	4,275	–	–	1.77%	10
2023 Q1	$1.76M	Hold	4,275	–	–	1.74%	10
2022 Q4	$1.64M	Buy	+4,275	New	+$1.65M	1.61%	11

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Silvia McColl Wealth Management's IVV Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 4,275 shares worth $3.2M. The position accounts for 1.93% of the portfolio, ranked #9.

Silvia McColl Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 1,059 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Silvia McColl Wealth Management held 4,275 shares of iShares Core S&P 500 ETF worth $3.2M as of Q2 2026.
Silvia McColl Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 1.93% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #9 holding.
Silvia McColl Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
1,059 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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