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

SteelPeak 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 		$112M Buy
150,012
+53,916
+56% +$39.3M 2.91% 4
2026
Q1 		$62.8M Buy
96,096
+35,131
+58% +$24M 1.92% 9
2025
Q4 		$41.8M Sell
60,965
-6,624
-10% -$4.5M 1.36% 16
2025
Q3 		$45.2M Buy
67,589
+9,800
+17% +$6.31M 1.51% 13
2025
Q2 		$35.9M Sell
57,789
-59,177
-51% -$34M 1.39% 16
2025
Q1 		$65.7M Sell
116,966
-22,178
-16% -$13.1M 2.73% 4
2024
Q4 		$81.9M Buy
139,144
+6,839
+5% +$4.05M 3.33% 3
2024
Q3 		$76.3M Sell
132,305
-6,783
-5% -$3.77M 3.32% 3
2024
Q2 		$76.1M Sell
139,088
-15,875
-10% -$8.35M 3.53% 3
2024
Q1 		$81.5M Sell
154,963
-45,642
-23% -$22.8M 4.1% 2
2023
Q4 		$95.8M Buy
200,605
+25,969
+15% +$11.6M 5.55% 2
2023
Q3 		$75.3M Buy
174,636
+33,547
+24% +$15M 4.73% 2
2023
Q2 		$62.9M Buy
141,089
+385
+0.3% +$162K 3.73% 2
2023
Q1 		$57.8M Buy
140,704
+3,383
+2% +$1.36M 3.92% 2
2022
Q4 		$52.8M Sell
137,321
-12,198
-8% -$4.71M 3.87% 3
2022
Q3 		$53.6M Buy
149,519
+3,602
+2% +$1.44M 3.99% 2
2022
Q2 		$55.3M Sell
145,917
-22,471
-13% -$9.24M 3.98% 2
2022
Q1 		$76.4M Buy
168,388
+48,408
+40% +$21.6M 4.32% 2
2021
Q4 		$57.2M Buy
119,980
+25,222
+27% +$11.6M 3.24% 4
2021
Q3 		$40.8M Sell
94,758
-17,362
-15% -$7.69M 2.7% 4
2021
Q2 		$48.2M Buy
112,120
+9,249
+9% +$3.87M 3.37% 4
2021
Q1 		$40.9M Buy
102,871
+96,332
+1,473% +$37.3M 3.22% 4
2020
Q4 		$2.46M Sell
6,539
-89,275
-93% -$31.8M 0.22% 90
2020
Q3 		$32.2M Sell
95,814
-54,531
-36% -$18.1M 3.46% 4
2020
Q2 		$46.6M Buy
150,345
+22,697
+18% +$6.66M 5.87% 3
2020
Q1 		$33M Sell
127,648
-10,531
-8% -$3.23M 5.21% 4
2019
Q4 		$44.7M Buy
+138,179
New +$42.8M 6.16% 2

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

SteelPeak Wealth's IVV Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Core S&P 500 ETF (IVV) stake by 56% in Q2 2026, buying an estimated $39.3M and bringing the position to 150,012 shares worth $112M. The position accounts for 2.91% of the portfolio, ranked #4.

SteelPeak Wealth first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • SteelPeak Wealth held 150,012 shares of iShares Core S&P 500 ETF worth $112M as of Q2 2026.
  • SteelPeak Wealth bought 53,916 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $39.3M.
  • iShares Core S&P 500 ETF made up 2.91% of SteelPeak Wealth's portfolio in Q2 2026, its #4 holding.
  • SteelPeak Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.