ULWM
IVV icon

Upper Left Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Upper Left 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 		$3.93M Buy
5,247
+463
+10% +$337K 2.18% 21
2026
Q1 		$3.12M Buy
4,784
+270
+6% +$184K 1.85% 23
2025
Q4 		$3.09M Sell
4,514
-66
-1% -$44.8K 1.88% 24
2025
Q3 		$3.07M Sell
4,580
-30
-0.7% -$19.3K 1.92% 21
2025
Q2 		$2.86M Sell
4,610
-431
-9% -$247K 1.91% 21
2025
Q1 		$2.83M Buy
5,041
+2,787
+124% +$1.65M 2.03% 23
2024
Q4 		$1.33M Buy
2,254
+725
+47% +$429K 1.13% 30
2024
Q3 		$867K Sell
1,529
-138
-8% -$76.7K 0.76% 36
2024
Q2 		$912K Buy
1,667
+284
+21% +$149K 0.82% 33
2024
Q1 		$727K Sell
1,383
-167
-11% -$83.6K 0.67% 38
2023
Q4 		$740K Sell
1,550
-87
-5% -$38.9K 0.73% 37
2023
Q3 		$703K Sell
1,637
-170
-9% -$76K 0.73% 33
2023
Q2 		$805K Sell
1,807
-62
-3% -$26.1K 0.9% 31
2023
Q1 		$768K Sell
1,869
-367
-16% -$147K 0.87% 30
2022
Q4 		$859K Sell
2,236
-237
-10% -$91.5K 1.02% 30
2022
Q3 		$907K Buy
2,473
+95
+4% +$37.9K 1.18% 29
2022
Q2 		$902K Buy
2,378
+182
+8% +$74.9K 1.04% 29
2022
Q1 		$999K Sell
2,196
-167
-7% -$74.7K 1.04% 30
2021
Q4 		$1.13M Buy
+2,363
New +$1.09M 1.13% 24

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

Upper Left Wealth Management's IVV Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 9.7% in Q2 2026, buying an estimated $337K and bringing the position to 5,247 shares worth $3.93M. The position accounts for 2.18% of the portfolio, ranked #21.

Upper Left Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Upper Left Wealth Management held 5,247 shares of iShares Core S&P 500 ETF worth $3.93M as of Q2 2026.
  • Upper Left Wealth Management bought 463 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $337K.
  • iShares Core S&P 500 ETF made up 2.18% of Upper Left Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Upper Left Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.