Topsail Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Topsail Wealth Management's IVV Position: Q2 2026 in Review
Topsail Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 52% in Q2 2026, buying an estimated $66.3K and bringing the position to 265 shares worth $198K. The position accounts for 0.03% of the portfolio, ranked #167.
Topsail Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Topsail Wealth Management held 265 shares of iShares Core S&P 500 ETF worth $198K as of Q2 2026.
- Topsail Wealth Management bought 91 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $66.3K.
- iShares Core S&P 500 ETF made up 0.03% of Topsail Wealth Management's portfolio in Q2 2026, its #167 holding.
- Topsail Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
- 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.