Walser Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Walser Wealth Management's IVV Position: Q2 2026 in Review
Walser Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $16.7K and leaving 727 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #106.
Walser Wealth Management first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $592K in Q4 2025. 4,076 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Walser Wealth Management held 727 shares of iShares Core S&P 500 ETF worth $544K as of Q2 2026.
- Walser Wealth Management sold 23 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
- iShares Core S&P 500 ETF made up 0.23% of Walser Wealth Management's portfolio in Q2 2026, its #106 holding.
- Walser Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- Walser Wealth Management's iShares Core S&P 500 ETF position peaked at $592K in Q4 2025.
- 4,076 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.