Summit Wealth Group (Colorado)’s iShares Core S&P 500 ETF IVV Stock Holding History

Summit Wealth Group (Colorado)’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	$6.95M	Buy	9,283 +2,399	+35%	+$1.75M	0.58%	27
2026 Q1	$4.5M	Buy	6,884 +1,129	+20%	+$771K	0.47%	32
2025 Q4	$3.94M	Buy	+5,755	New	+$3.91M	0.52%	30
2025 Q3	–	Sell	-5,790	Closed	-$3.6M	–	563
2025 Q2	$3.6M	Buy	+5,790	New	+$3.32M	0.9%	28

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Summit Wealth Group (Colorado)'s IVV Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Core S&P 500 ETF (IVV) stake by 35% in Q2 2026, buying an estimated $1.75M and bringing the position to 9,283 shares worth $6.95M. The position accounts for 0.58% of the portfolio, ranked #27.

Summit Wealth Group (Colorado) first reported a position in IVV in Q2 2025 and has held it in 4 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Summit Wealth Group (Colorado) held 9,283 shares of iShares Core S&P 500 ETF worth $6.95M as of Q2 2026.
Summit Wealth Group (Colorado) bought 2,399 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.75M.
iShares Core S&P 500 ETF made up 0.58% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #27 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.