Vertrix Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Vertrix Wealth Management's IVV Position: Q2 2026 in Review
Vertrix Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 122% in Q2 2026, buying an estimated $743K and bringing the position to 1,853 shares worth $1.39M. The position accounts for 0.47% of the portfolio, ranked #56.
Vertrix Wealth Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,077 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Vertrix Wealth Management held 1,853 shares of iShares Core S&P 500 ETF worth $1.39M as of Q2 2026.
- Vertrix Wealth Management bought 1,020 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $743K.
- iShares Core S&P 500 ETF made up 0.47% of Vertrix Wealth Management's portfolio in Q2 2026, its #56 holding.
- Vertrix Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
- 4,077 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.