Steinberganna Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Steinberganna Wealth Management's IVV Position: Q2 2026 in Review
Steinberganna Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.16% in Q2 2026, buying an estimated $728 and bringing the position to 632 shares worth $473K. The position accounts for 0.19% of the portfolio, ranked #68.
Steinberganna Wealth Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Steinberganna Wealth Management held 632 shares of iShares Core S&P 500 ETF worth $473K as of Q2 2026.
- Steinberganna Wealth Management bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
- iShares Core S&P 500 ETF made up 0.19% of Steinberganna Wealth Management's portfolio in Q2 2026, its #68 holding.
- Steinberganna Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.