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

Veridan 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 		$378K Sell
505
-77
-13% -$56.1K 0.13% 65
2026
Q1 		$380K Buy
582
+1
+0.2% +$683 0.14% 61
2025
Q4 		$398K Buy
581
+16
+3% +$10.9K 0.13% 57
2025
Q3 		$378K Buy
+565
New +$364K 0.13% 59
2025
Q1 		$398K Buy
709
+1
+0.1% +$591 0.18% 53
2024
Q4 		$425K Buy
+708
New +$419K 0.2% 56
2024
Q2 		$364K Buy
+586
New +$308K 0.15% 59

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

Veridan Wealth's IVV Position: Q2 2026 in Review

Veridan Wealth reduced its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, selling an estimated $56.1K and leaving 505 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #65.

Veridan Wealth first reported a position in IVV in Q2 2024 and has held it in 7 quarters since. The position peaked at $425K in Q4 2024. 4,118 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Veridan Wealth held 505 shares of iShares Core S&P 500 ETF worth $378K as of Q2 2026.
  • Veridan Wealth sold 77 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $56.1K.
  • iShares Core S&P 500 ETF made up 0.13% of Veridan Wealth's portfolio in Q2 2026, its #65 holding.
  • Veridan Wealth first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
  • Veridan Wealth's iShares Core S&P 500 ETF position peaked at $425K in Q4 2024.
  • 4,118 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.