Total Wealth Planning & Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Total Wealth Planning & Management's IVV Position: Q2 2026 in Review
Total Wealth Planning & Management reduced its iShares Core S&P 500 ETF (IVV) stake by 30% in Q2 2026, selling an estimated $88.1K and leaving 288 shares worth $216K. The position accounts for 0.15% of the portfolio, ranked #200.
Total Wealth Planning & Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. The position peaked at $267K in Q1 2026. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Total Wealth Planning & Management held 288 shares of iShares Core S&P 500 ETF worth $216K as of Q2 2026.
- Total Wealth Planning & Management sold 121 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $88.1K.
- iShares Core S&P 500 ETF made up 0.15% of Total Wealth Planning & Management's portfolio in Q2 2026, its #200 holding.
- Total Wealth Planning & Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- Total Wealth Planning & Management's iShares Core S&P 500 ETF position peaked at $267K in Q1 2026.
- 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.