Unique Wealth Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History

Unique Wealth Strategies’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	$15.8M	Buy	21,164 +1,555	+8%	+$1.13M	5.76%	1
2026 Q1	$12.8M	Buy	19,609 +181	+0.9%	+$124K	5.2%	2
2025 Q4	$13.3M	Sell	19,428 -324	-2%	-$220K	5.18%	1
2025 Q3	$13.2M	Sell	19,752 -570	-3%	-$367K	5.13%	1
2025 Q2	$12.6M	Sell	20,322 -170	-0.8%	-$97.6K	5.25%	2
2025 Q1	$11.5M	Sell	20,492 -538	-3%	-$318K	5.23%	2
2024 Q4	$12.4M	Sell	21,030 -276	-1%	-$163K	5.38%	2
2024 Q3	$12.3M	Buy	21,306 +2,301	+12%	+$1.28M	5.18%	2
2024 Q2	$9.99M	Hold	19,005	–	–	4.68%	2
2024 Q1	$9.99M	Buy	+19,005	New	+$9.51M	4.89%	2

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Unique Wealth Strategies's IVV Position: Q2 2026 in Review

Unique Wealth Strategies increased its iShares Core S&P 500 ETF (IVV) stake by 7.9% in Q2 2026, buying an estimated $1.13M and bringing the position to 21,164 shares worth $15.8M. The position accounts for 5.76% of the portfolio, ranked #1.

Unique Wealth Strategies first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Unique Wealth Strategies held 21,164 shares of iShares Core S&P 500 ETF worth $15.8M as of Q2 2026.
Unique Wealth Strategies bought 1,555 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.13M.
iShares Core S&P 500 ETF made up 5.76% of Unique Wealth Strategies's portfolio in Q2 2026, its #1 holding.
Unique Wealth Strategies first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.