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Vericrest Private Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

Vericrest Private Wealth’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 		$25.1M Sell
33,557
-2,390
-7% -$1.74M 22.36% 1
2026
Q1 		$23.5M Buy
35,947
+164
+0.5% +$112K 21.06% 1
2025
Q4 		$24.5M Buy
+35,783
New +$24.3M 21.78% 1
2022
Q2 		$7.44M Sell
19,614
-349
-2% -$144K 9.12% 2
2022
Q1 		$9.06M Sell
19,963
-922
-4% -$412K 9.42% 2
2021
Q4 		$9.96M Buy
+20,885
New +$9.62M 9.24% 2

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Vericrest Private Wealth's IVV Position: Q2 2026 in Review

Vericrest Private Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 6.6% in Q2 2026, selling an estimated $1.74M and leaving 33,557 shares worth $25.1M. The position accounts for 22.36% of the portfolio, ranked #1.

Vericrest Private Wealth first reported a position in IVV in Q4 2021 and has held it in 6 quarters since. 4,113 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Vericrest Private Wealth held 33,557 shares of iShares Core S&P 500 ETF worth $25.1M as of Q2 2026.
  • Vericrest Private Wealth sold 2,390 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.74M.
  • iShares Core S&P 500 ETF made up 22.36% of Vericrest Private Wealth's portfolio in Q2 2026, its #1 holding.
  • Vericrest Private Wealth first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
  • 4,113 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.