UWM
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United Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

United 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 		$242K Hold
323
– – 0.05% 24
2026
Q1 		$211K Sell
323
-33
-9% -$22.5K 0.05% 24
2025
Q4 		$244K Hold
356
– – 0.06% 23
2025
Q3 		$239K Buy
356
+33
+10% +$21.3K 0.06% 22
2025
Q2 		$201K Buy
+323
New +$185K 0.06% 24

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

United Wealth Management's IVV Position: Q2 2026 in Review

United Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 323 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #24.

United Wealth Management first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. The position peaked at $244K in Q4 2025. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Wealth Management held 323 shares of iShares Core S&P 500 ETF worth $242K as of Q2 2026.
  • United Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.05% of United Wealth Management's portfolio in Q2 2026, its #24 holding.
  • United Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • United Wealth Management's iShares Core S&P 500 ETF position peaked at $244K in Q4 2025.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.