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

Simplicity 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 		$54.9M Buy
73,317
+20,551
+39% +$15M 1.85% 6
2026
Q1 		$34.5M Buy
52,766
+9,034
+21% +$6.17M 1.95% 5
2025
Q4 		$30M Sell
43,732
-46,270
-51% -$31.4M 1.79% 7
2025
Q3 		$60.2M Sell
90,002
-13,502
-13% -$8.7M 3.49% 3
2025
Q2 		$64.3M Buy
103,504
+20,460
+25% +$11.7M 2.68% 4
2025
Q1 		$46.7M Buy
83,044
+30,127
+57% +$17.8M 3.63% 3
2024
Q4 		$31.2M Sell
52,917
-26,649
-33% -$15.8M 6.5% 2
2024
Q3 		$45.9M Sell
79,566
-28,131
-26% -$15.6M 4.25% 2
2024
Q2 		$58.9M Sell
107,697
-3,929
-4% -$2.07M 1.33% 12
2024
Q1 		$58.7M Buy
111,626
+76,701
+220% +$38.4M 1.4% 13
2023
Q4 		$16.7M Buy
34,925
+10,203
+41% +$4.57M 6.46% 3
2023
Q3 		$10.6M Buy
24,722
+8,641
+54% +$3.87M 6.21% 4
2023
Q2 		$7.17M Buy
16,081
+1,589
+11% +$670K 4.46% 8
2023
Q1 		$5.96M Buy
14,492
+4,124
+40% +$1.65M 3.96% 10
2022
Q4 		$3.98M Buy
10,368
+9,108
+723% +$3.51M 3.52% 10
2022
Q3 		$452K Buy
+1,260
New +$503K 0.61% 47
2022
Q2 		– Sell
-474
Closed -$215K – 58
2022
Q1 		$215K Buy
+474
New +$212K 0.21% 64

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

Simplicity Wealth's IVV Position: Q2 2026 in Review

Simplicity Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 39% in Q2 2026, buying an estimated $15M and bringing the position to 73,317 shares worth $54.9M. The position accounts for 1.85% of the portfolio, ranked #6.

Simplicity Wealth first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. The position peaked at $64.3M in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Simplicity Wealth held 73,317 shares of iShares Core S&P 500 ETF worth $54.9M as of Q2 2026.
  • Simplicity Wealth bought 20,551 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $15M.
  • iShares Core S&P 500 ETF made up 1.85% of Simplicity Wealth's portfolio in Q2 2026, its #6 holding.
  • Simplicity Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Simplicity Wealth's iShares Core S&P 500 ETF position peaked at $64.3M in Q2 2025.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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