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

Urban 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 		$2.64M Buy
3,521
+5
+0.1% +$3.64K 2.3% 8
2026
Q1 		$2.3M Hold
3,516
– – 2.35% 9
2025
Q4 		$2.41M Buy
+3,516
New +$2.39M 2.24% 11
2020
Q4 		$8.28M Buy
+22,063
New +$7.85M 6.89% 3

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Urban Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, buying an estimated $3.64K and bringing the position to 3,521 shares worth $2.64M. The position accounts for 2.3% of the portfolio, ranked #8.

Urban Wealth Management first reported a position in IVV in Q4 2020 and has held it in 4 quarters since. The position peaked at $8.28M in Q4 2020. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Urban Wealth Management held 3,521 shares of iShares Core S&P 500 ETF worth $2.64M as of Q2 2026.
  • Urban Wealth Management bought 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
  • iShares Core S&P 500 ETF made up 2.3% of Urban Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Urban Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's iShares Core S&P 500 ETF position peaked at $8.28M in Q4 2020.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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