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

Spire 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 		$174M Sell
231,914
-4,352
-2% -$3.17M 5.25% 1
2026
Q1 		$154M Sell
236,266
-5,877
-2% -$4.01M 5.27% 1
2025
Q4 		$166M Sell
242,143
-1,957
-0.8% -$1.33M 5.55% 1
2025
Q3 		$163M Buy
244,100
+36,058
+17% +$23.2M 5.56% 1
2025
Q2 		$128M Sell
208,042
-38,329
-16% -$22M 4.6% 1
2025
Q1 		$138M Buy
246,371
+3,651
+2% +$2.16M 4.43% 1
2024
Q4 		$143M Buy
242,720
+18,052
+8% +$10.7M 4.44% 1
2024
Q3 		$130M Sell
224,668
-15,910
-7% -$8.85M 4.37% 1
2024
Q2 		$131M Sell
240,578
-38,623
-14% -$20.3M 4.64% 1
2024
Q1 		$300M Sell
279,201
-10,811
-4% -$5.41M 5.45% 1
2023
Q4 		$141M Buy
290,012
+18,920
+7% +$8.47M 4.64% 1
2023
Q3 		$116M Buy
271,092
+17,330
+7% +$7.75M 4.43% 1
2023
Q2 		$113M Buy
253,762
+15,269
+6% +$6.43M 4.18% 2
2023
Q1 		$98M Buy
238,493
+66,355
+39% +$26.6M 3.82% 2
2022
Q4 		$66.1M Buy
172,138
+1,433
+0.8% +$553K 3.72% 1
2022
Q3 		$61.2M Sell
170,705
-50,664
-23% -$20.2M 3.72% 1
2022
Q2 		$83.9M Sell
221,369
-86,357
-28% -$35.5M 3.46% 2
2022
Q1 		$140M Buy
307,726
+35,560
+13% +$15.9M 3.75% 2
2021
Q4 		$130M Buy
272,166
+14,319
+6% +$6.6M 2.89% 2
2021
Q3 		$111M Buy
257,847
+6,750
+3% +$2.99M 2.94% 2
2021
Q2 		$108M Sell
251,097
-5,701
-2% -$2.39M 2.93% 3
2021
Q1 		$102M Buy
+256,798
New +$99.4M 2.71% 3

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
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
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

Spire Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.8% in Q2 2026, selling an estimated $3.17M and leaving 231,914 shares worth $174M. The position accounts for 5.25% of the portfolio, ranked #1.

Spire Wealth Management first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $300M in Q1 2024. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Spire Wealth Management held 231,914 shares of iShares Core S&P 500 ETF worth $174M as of Q2 2026.
  • Spire Wealth Management sold 4,352 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.17M.
  • iShares Core S&P 500 ETF made up 5.25% of Spire Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Spire Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's iShares Core S&P 500 ETF position peaked at $300M in Q1 2024.
  • 1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.