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Stonehaven Wealth & Tax Solutions’s iShares Core S&P 500 ETF IVV Stock Holding History

Stonehaven Wealth & Tax Solutions’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 		$282K Buy
+377
New +$275K 0.23% 64
2026
Q1 		– Sell
-317
Closed -$217K – 91
2025
Q4 		$217K Sell
317
-31
-9% -$21.1K 0.2% 74
2025
Q3 		$233K Sell
348
-65
-16% -$41.9K 0.22% 69
2025
Q2 		$256K Sell
413
-141
-25% -$81K 0.25% 60
2025
Q1 		$311K Sell
554
-2,857
-84% -$1.69M 0.33% 50
2024
Q4 		$2.01M Buy
+3,411
New +$2.02M 2.19% 11

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

Stonehaven Wealth & Tax Solutions's IVV Position: Q2 2026 in Review

Stonehaven Wealth & Tax Solutions opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 377 shares worth $282K. The stake represents 0.23% of the portfolio and ranks #64 among its holdings. This is a return to the name: Stonehaven Wealth & Tax Solutions previously reported a position in IVV as recently as Q4 2025.

Stonehaven Wealth & Tax Solutions first reported a position in IVV in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Stonehaven Wealth & Tax Solutions held 377 shares of iShares Core S&P 500 ETF worth $282K as of Q2 2026.
  • iShares Core S&P 500 ETF was a new Stonehaven Wealth & Tax Solutions position in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.23% of Stonehaven Wealth & Tax Solutions's portfolio in Q2 2026, its #64 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's iShares Core S&P 500 ETF position peaked at $2.01M in Q4 2024.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.