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

Summit Wealth Group’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	$1.91M	Sell	2,545 -14	-0.5%	-$10.2K	0.39%	40
2026 Q1	$1.67M	Sell	2,559 -11	-0.4%	-$7.51K	0.38%	39
2025 Q4	$1.76M	Sell	2,570 -21	-0.8%	-$14.3K	0.41%	37
2025 Q3	$1.73M	Sell	2,591 -92	-3%	-$59.3K	0.42%	37
2025 Q2	$1.67M	Buy	2,683 +1,332	+99%	+$765K	0.43%	38
2025 Q1	$759K	Buy	+1,351	New	+$798K	0.22%	48
2023 Q2	–	Sell	-53,440	Closed	–	–	173
2023 Q1	$0	Buy	+53,440	New	+$21.4M	﹤0.01%	209

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's IVV Position: Q2 2026 in Review

Summit Wealth Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.55% in Q2 2026, selling an estimated $10.2K and leaving 2,545 shares worth $1.91M. The position accounts for 0.39% of the portfolio, ranked #40.

Summit Wealth Group first reported a position in IVV in Q1 2023 and has held it in 7 quarters since. 4,086 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Summit Wealth Group held 2,545 shares of iShares Core S&P 500 ETF worth $1.91M as of Q2 2026.
Summit Wealth Group sold 14 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.2K.
iShares Core S&P 500 ETF made up 0.39% of Summit Wealth Group's portfolio in Q2 2026, its #40 holding.
Summit Wealth Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 7 quarters since.
4,086 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.