Waddell & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Waddell & Associates’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	$221K	Buy	+295	New	+$215K	0.01%	492

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Waddell & Associates's IVV Position: Q2 2026 in Review

Waddell & Associates opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 295 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings.

1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Waddell & Associates held 295 shares of iShares Core S&P 500 ETF worth $221K as of Q2 2026.
iShares Core S&P 500 ETF was a new Waddell & Associates position in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #492 holding.
1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.