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

VSM Wealth Advisory’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	$766K	Hold	1,023	–	–	0.2%	45
2026 Q1	$668K	Sell	1,023 -289	-22%	-$197K	0.2%	46
2025 Q4	$899K	Sell	1,312 -250	-16%	-$170K	0.27%	40
2025 Q3	$1.05M	Buy	1,562 +119	+8%	+$76.6K	0.33%	33
2025 Q2	$896K	Buy	1,443 +56	+4%	+$32.2K	0.3%	40
2025 Q1	$779K	Hold	1,387	–	–	0.28%	40
2024 Q4	$816K	Buy	+1,387	New	+$821K	0.29%	38

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

VSM Wealth Advisory's IVV Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,023 shares worth $766K. The position accounts for 0.2% of the portfolio, ranked #45.

VSM Wealth Advisory first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

VSM Wealth Advisory held 1,023 shares of iShares Core S&P 500 ETF worth $766K as of Q2 2026.
VSM Wealth Advisory left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.2% of VSM Wealth Advisory's portfolio in Q2 2026, its #45 holding.
VSM Wealth Advisory first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's iShares Core S&P 500 ETF position peaked at $1.05M in Q3 2025.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.