Waypoint Wealth Counsel’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Waypoint Wealth Counsel's IVV Position: Q2 2026 in Review
Waypoint Wealth Counsel increased its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, buying an estimated $162K and bringing the position to 13,858 shares worth $10.4M. The position accounts for 6.49% of the portfolio, ranked #2.
Waypoint Wealth Counsel first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,104 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Waypoint Wealth Counsel held 13,858 shares of iShares Core S&P 500 ETF worth $10.4M as of Q2 2026.
- Waypoint Wealth Counsel bought 223 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $162K.
- iShares Core S&P 500 ETF made up 6.49% of Waypoint Wealth Counsel's portfolio in Q2 2026, its #2 holding.
- Waypoint Wealth Counsel first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
- 4,104 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Waypoint Wealth Counsel's 13F filing for Q2 2026, filed 4 Aug 2026.