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IVV icon

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

SMART 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 		$10.8M Buy
14,406
+8,269
+135% +$6.02M 2.33% 3
2026
Q1 		$4.01M Buy
6,137
+2,419
+65% +$1.65M 1.17% 22
2025
Q4 		$2.55M Buy
3,718
+1,072
+41% +$728K 0.78% 45
2025
Q3 		$1.77M Buy
2,646
+681
+35% +$439K 0.67% 53
2025
Q2 		$1.22M Buy
1,965
+353
+22% +$203K 0.38% 78
2025
Q1 		$906K Buy
1,612
+271
+20% +$160K 0.32% 75
2024
Q4 		$789K Buy
1,341
+79
+6% +$46.8K 0.28% 85
2024
Q3 		$728K Buy
1,262
+309
+32% +$172K 0.29% 77
2024
Q2 		$522K Buy
953
+292
+44% +$154K 0.21% 75
2024
Q1 		$348K Sell
661
-139
-17% -$69.5K 0.16% 85
2023
Q4 		$382K Buy
800
+301
+60% +$135K 0.21% 53
2023
Q3 		$214K Buy
+499
New +$223K 0.16% 66
2023
Q1 		– Sell
-1,291
Closed -$496K – 75
2022
Q4 		$496K Buy
+1,291
New +$498K 0.37% 50

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

SMART Wealth's IVV Position: Q2 2026 in Review

SMART Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 135% in Q2 2026, buying an estimated $6.02M and bringing the position to 14,406 shares worth $10.8M. The position accounts for 2.33% of the portfolio, ranked #3.

SMART Wealth first reported a position in IVV in Q4 2022 and has held it in 13 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SMART Wealth held 14,406 shares of iShares Core S&P 500 ETF worth $10.8M as of Q2 2026.
  • SMART Wealth bought 8,269 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $6.02M.
  • iShares Core S&P 500 ETF made up 2.33% of SMART Wealth's portfolio in Q2 2026, its #3 holding.
  • SMART Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 13 quarters since.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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