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

Stone Summit 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 		$8.18M Sell
10,928
-795
-7% -$579K 2.08% 13
2026
Q1 		$7.66M Buy
11,723
+232
+2% +$158K 2.13% 13
2025
Q4 		$7.87M Buy
11,491
+69
+0.6% +$46.9K 2.13% 12
2025
Q3 		$7.64M Buy
11,422
+1,381
+14% +$889K 2.17% 10
2025
Q2 		$6.23M Buy
10,041
+2,039
+25% +$1.17M 1.93% 12
2025
Q1 		$4.5M Buy
8,002
+411
+5% +$243K 1.52% 16
2024
Q4 		$4.47M Buy
7,591
+373
+5% +$221K 1.5% 18
2024
Q3 		$4.16M Buy
7,218
+978
+16% +$544K 1.34% 22
2024
Q2 		$3.41M Buy
6,240
+406
+7% +$213K 1.22% 26
2024
Q1 		$3.07M Buy
5,834
+192
+3% +$96.1K 1.07% 30
2023
Q4 		$2.69M Buy
5,642
+119
+2% +$53.3K 1.03% 31
2023
Q3 		$2.37M Buy
5,523
+202
+4% +$90.4K 1.02% 29
2023
Q2 		$2.37M Buy
5,321
+40
+0.8% +$16.9K 0.98% 34
2023
Q1 		$2.17M Buy
5,281
+59
+1% +$23.7K 0.97% 36
2022
Q4 		$2.01M Buy
5,222
+365
+8% +$141K 0.98% 32
2022
Q3 		$1.74M Buy
4,857
+106
+2% +$42.3K 1.07% 30
2022
Q2 		$1.8M Sell
4,751
-282
-6% -$116K 1.08% 30
2022
Q1 		$2.29M Buy
5,033
+153
+3% +$68.4K 1.28% 22
2021
Q4 		$2.33M Buy
+4,880
New +$2.25M 1.89% 13

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

Stone Summit Wealth's IVV Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, selling an estimated $579K and leaving 10,928 shares worth $8.18M. The position accounts for 2.08% of the portfolio, ranked #13.

Stone Summit Wealth first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stone Summit Wealth held 10,928 shares of iShares Core S&P 500 ETF worth $8.18M as of Q2 2026.
  • Stone Summit Wealth sold 795 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $579K.
  • iShares Core S&P 500 ETF made up 2.08% of Stone Summit Wealth's portfolio in Q2 2026, its #13 holding.
  • Stone Summit Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.