Vestia Personal Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Vestia Personal Wealth Advisors’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	$700K	Buy	935 +3	+0.3%	+$2.19K	0.27%	44
2026 Q1	$608K	Buy	932 +21	+2%	+$14.3K	0.29%	48
2025 Q4	$627K	Buy	911 +16	+2%	+$10.9K	0.32%	45
2025 Q3	$599K	Buy	895 +7	+0.8%	+$4.51K	0.35%	42
2025 Q2	$552K	Sell	888 -16	-2%	-$9.19K	0.38%	42
2025 Q1	$508K	Buy	904 +26	+3%	+$15.4K	0.4%	40
2024 Q4	$517K	Sell	878 -17	-2%	-$10.1K	0.43%	41
2024 Q3	$516K	Buy	895 +6	+0.7%	+$3.34K	0.49%	36
2024 Q2	$487K	Buy	+889	New	+$467K	0.52%	36

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Vestia Personal Wealth Advisors's IVV Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.32% in Q2 2026, buying an estimated $2.19K and bringing the position to 935 shares worth $700K. The position accounts for 0.27% of the portfolio, ranked #44.

Vestia Personal Wealth Advisors first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vestia Personal Wealth Advisors held 935 shares of iShares Core S&P 500 ETF worth $700K as of Q2 2026.
Vestia Personal Wealth Advisors bought 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
iShares Core S&P 500 ETF made up 0.27% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Vestia Personal Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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