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

Vigilare 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 Q2	$1.58M	Sell	2,116 -446	-17%	-$325K	0.49%	38
2026 Q1	$1.67M	Sell	2,562 -216	-8%	-$147K	0.57%	33
2025 Q4	$1.9M	Sell	2,778 -154	-5%	-$105K	0.64%	31
2025 Q3	$1.96M	Sell	2,932 -51	-2%	-$32.8K	0.68%	34
2025 Q2	$1.85M	Sell	2,983 -2,941	-50%	-$1.69M	0.69%	31
2025 Q1	$3.33M	Buy	5,924 +1,402	+31%	+$828K	1.33%	14
2024 Q4	$2.66M	Buy	4,522 +400	+10%	+$237K	1.08%	16
2024 Q3	$2.38M	Sell	4,122 -285	-6%	-$158K	0.96%	18
2024 Q2	$2.41M	Sell	4,407 -163	-4%	-$85.7K	1.07%	18
2024 Q1	$2.4M	Sell	4,570 -1,049	-19%	-$525K	1.18%	15
2023 Q4	$2.68M	Sell	5,619 -115	-2%	-$51.5K	1.38%	14
2023 Q3	$2.46M	Sell	5,734 -91	-2%	-$40.7K	1.57%	14
2023 Q2	$2.6M	Sell	5,825 -216	-4%	-$91K	1.5%	15
2023 Q1	$2.48M	Sell	6,041 -41	-0.7%	-$16.4K	1.4%	11
2022 Q4	$2.34M	Sell	6,082 -233	-4%	-$89.9K	1.36%	10
2022 Q3	$2.27M	Sell	6,315 -307	-5%	-$123K	2.93%	7
2022 Q2	$2.51M	Sell	6,622 -570	-8%	-$234K	2.73%	8
2022 Q1	$3.26M	Buy	7,192 +432	+6%	+$193K	2.68%	7
2021 Q4	$3.22M	Buy	6,760 +65	+1%	+$30K	1.91%	9
2021 Q3	$2.88M	Buy	6,695 +129	+2%	+$57.2K	1.78%	10
2021 Q2	$2.82M	Buy	6,566 +305	+5%	+$128K	1.71%	9
2021 Q1	$2.49M	Sell	6,261 -1,385	-18%	-$536K	1.77%	9
2020 Q4	$2.87M	Buy	7,646 +351	+5%	+$125K	2.72%	4
2020 Q3	$2.45M	Sell	7,295 -507	-6%	-$169K	2.55%	8
2020 Q2	$2.42M	Sell	7,802 -2,202	-22%	-$647K	2.45%	9
2020 Q1	$2.58M	Sell	10,004 -1,668	-14%	-$511K	3.09%	5
2019 Q4	$3.8M	Buy	+11,672	New	+$3.61M	2.53%	4

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Vigilare Wealth Management's IVV Position: Q2 2026 in Review

Vigilare Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 17% in Q2 2026, selling an estimated $325K and leaving 2,116 shares worth $1.58M. The position accounts for 0.49% of the portfolio, ranked #38.

Vigilare Wealth Management first reported a position in IVV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.8M in Q4 2019. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Vigilare Wealth Management held 2,116 shares of iShares Core S&P 500 ETF worth $1.58M as of Q2 2026.
Vigilare Wealth Management sold 446 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $325K.
iShares Core S&P 500 ETF made up 0.49% of Vigilare Wealth Management's portfolio in Q2 2026, its #38 holding.
Vigilare Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Vigilare Wealth Management's iShares Core S&P 500 ETF position peaked at $3.8M in Q4 2019.
952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.