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 Q3	$2.59M	Sell	3,387 -134	-4%	-$102K	2.32%	7
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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.31B AUM 10.49% 1-Year Est. Return

Urban Wealth Management's IVV Position: Q3 2026 in Review

Urban Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q3 2026, selling an estimated $102K and leaving 3,387 shares worth $2.59M. The position accounts for 2.32% of the portfolio, ranked #7.

Urban Wealth Management first reported a position in IVV in Q4 2020 and has held it in 5 quarters since. The position peaked at $8.28M in Q4 2020. 2,066 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Urban Wealth Management held 3,387 shares of iShares Core S&P 500 ETF worth $2.59M as of Q3 2026.
Urban Wealth Management sold 134 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $102K.
iShares Core S&P 500 ETF made up 2.32% of Urban Wealth Management's portfolio in Q3 2026, its #7 holding.
Urban Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 5 quarters since.
Urban Wealth Management's iShares Core S&P 500 ETF position peaked at $8.28M in Q4 2020.
2,066 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Urban Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.