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

The 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 		$117M Buy
156,518
+158
+0.1% +$115K 22.43% 1
2026
Q1 		$102M Sell
156,360
-1,513
-1% -$1.03M 23.26% 1
2025
Q4 		$108M Sell
157,873
-14,091
-8% -$9.57M 24.2% 1
2025
Q3 		$115M Sell
171,964
-16,448
-9% -$10.6M 26.63% 1
2025
Q2 		$117M Sell
188,412
-8,684
-4% -$4.99M 29.79% 1
2025
Q1 		$111M Buy
197,096
+2,271
+1% +$1.34M 32.45% 1
2024
Q4 		$115M Buy
194,825
+4,284
+2% +$2.54M 33.16% 1
2024
Q3 		$110M Buy
190,541
+3,630
+2% +$2.02M 31.99% 1
2024
Q2 		$102M Buy
186,911
+614
+0.3% +$323K 30.9% 1
2024
Q1 		$97.5M Buy
186,297
+4,817
+3% +$2.41M 30.02% 1
2023
Q4 		$90.1M Buy
+181,480
New +$81.2M 29.76% 1

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

The Wealth Group's IVV Position: Q2 2026 in Review

The Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, buying an estimated $115K and bringing the position to 156,518 shares worth $117M. The position accounts for 22.43% of the portfolio, ranked #1.

The Wealth Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • The Wealth Group held 156,518 shares of iShares Core S&P 500 ETF worth $117M as of Q2 2026.
  • The Wealth Group bought 158 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $115K.
  • iShares Core S&P 500 ETF made up 22.43% of The Wealth Group's portfolio in Q2 2026, its #1 holding.
  • The Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.