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Taylor & Morgan Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Taylor & Morgan Wealth Management’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 		$21.7M Buy
29,011
+10
+0% +$7.28K 10.71% 2
2026
Q1 		$18.9M Buy
29,001
+622
+2% +$425K 10.81% 2
2025
Q4 		$19.4M Sell
28,379
-986
-3% -$670K 10.89% 2
2025
Q3 		$19.7M Buy
29,365
+502
+2% +$323K 12.07% 2
2025
Q2 		$17.9M Buy
28,863
+1,242
+4% +$713K 12.1% 2
2025
Q1 		$15.5M Sell
27,621
-459
-2% -$271K 11.7% 2
2024
Q4 		$16.5M Sell
28,080
-298
-1% -$176K 11.61% 2
2024
Q3 		$16.4M Sell
28,378
-75
-0.3% -$41.7K 10.98% 2
2024
Q2 		$15.6M Buy
28,453
+903
+3% +$475K 11.01% 2
2024
Q1 		$14.5M Buy
27,550
+147
+0.5% +$73.6K 10.63% 2
2023
Q4 		$13.1M Buy
27,403
+1,923
+8% +$861K 10.41% 2
2023
Q3 		$10.9M Sell
25,480
-2,635
-9% -$1.18M 9.86% 2
2023
Q2 		$12.5M Buy
28,115
+1,616
+6% +$681K 10.28% 2
2023
Q1 		$10.9M Buy
26,499
+106
+0.4% +$42.5K 9.47% 2
2022
Q4 		$10.1M Sell
26,393
-599
-2% -$231K 9.56% 3
2022
Q3 		$9.68M Buy
26,992
+5,400
+25% +$2.16M 9.64% 2
2022
Q2 		$8.19M Sell
21,592
-54
-0.2% -$22.2K 7.76% 4
2022
Q1 		$9.82M Sell
21,646
-389
-2% -$174K 8.03% 4
2021
Q4 		$10.5M Buy
+22,035
New +$10.2M 8.51% 4

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Taylor & Morgan Wealth Management's IVV Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.03% in Q2 2026, buying an estimated $7.28K and bringing the position to 29,011 shares worth $21.7M. The position accounts for 10.71% of the portfolio, ranked #2.

Taylor & Morgan Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Taylor & Morgan Wealth Management held 29,011 shares of iShares Core S&P 500 ETF worth $21.7M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 10 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $7.28K.
  • iShares Core S&P 500 ETF made up 10.71% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.