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

Smallwood Wealth Investment 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 		$139K Hold
184
– – 0.06% 116
2026
Q1 		$121K Buy
184
+87
+90% +$59.4K 0.06% 113
2025
Q4 		$67.1K Sell
97
-141
-59% -$95.7K 0.04% 149
2025
Q3 		$160K Sell
238
-5
-2% -$3.22K 0.08% 93
2025
Q2 		$151K Buy
243
+6
+3% +$3.44K 0.09% 91
2025
Q1 		$134K Buy
+237
New +$140K 0.08% 94

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Smallwood Wealth Investment Management's IVV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 184 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #116.

Smallwood Wealth Investment Management first reported a position in IVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $160K in Q3 2025. 1,572 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Smallwood Wealth Investment Management held 184 shares of iShares Core S&P 500 ETF worth $139K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.06% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #116 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares Core S&P 500 ETF position peaked at $160K in Q3 2025.
  • 1,572 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.