WBH Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.3M | Sell |
32,486
-406
| -1% | -$296K | 1.63% | 12 |
|
|
2026
Q1 | $21.6M | Sell |
32,892
-124
| -0.4% | -$84.7K | 1.62% | 14 |
|
|
2025
Q4 | $22.6M | Buy |
33,016
+126
| +0.4% | +$85.6K | 1.67% | 12 |
|
|
2025
Q3 | $22M | Buy |
32,890
+372
| +1% | +$240K | 1.68% | 13 |
|
|
2025
Q2 | $20.2M | Sell |
32,518
-3,861
| -11% | -$2.22M | 1.72% | 13 |
|
|
2025
Q1 | $20.4M | Buy |
36,379
+2,028
| +6% | +$1.2M | 1.91% | 10 |
|
|
2024
Q4 | $20.2M | Buy |
34,351
+5,223
| +18% | +$3.09M | 1.88% | 12 |
|
|
2024
Q3 | $16.8M | Buy |
29,128
+1,537
| +6% | +$855K | 1.59% | 16 |
|
|
2024
Q2 | $15.1M | Buy |
27,591
+988
| +4% | +$520K | 1.53% | 17 |
|
|
2024
Q1 | $14M | Buy |
26,603
+1,717
| +7% | +$859K | 1.44% | 18 |
|
|
2023
Q4 | $11.9M | Buy |
24,886
+757
| +3% | +$339K | 1.32% | 19 |
|
|
2023
Q3 | $10.4M | Buy |
24,129
+1,547
| +7% | +$692K | 1.27% | 20 |
|
|
2023
Q2 | $10.1M | Buy |
22,582
+1,099
| +5% | +$463K | 1.19% | 21 |
|
|
2023
Q1 | $8.83M | Buy |
+21,483
| New | +$8.61M | 1.1% | 23 |
|
|
2022
Q3 | $8.27M | Buy |
23,053
+2,204
| +11% | +$880K | 1.19% | 25 |
|
|
2022
Q2 | $8.05M | Buy |
20,849
+1,426
| +7% | +$587K | 1.07% | 25 |
|
|
2022
Q1 | $8.35M | Buy |
19,423
+8,722
| +82% | +$3.9M | 1.02% | 29 |
|
|
2021
Q4 | $5.1M | Buy |
10,701
+844
| +9% | +$389K | 0.58% | 42 |
|
|
2021
Q3 | $4.25M | Buy |
9,857
+1,303
| +15% | +$577K | 0.57% | 42 |
|
|
2021
Q2 | $3.79M | Buy |
8,554
+92
| +1% | +$38.5K | 0.56% | 45 |
|
|
2021
Q1 | $3.37M | Buy |
8,462
+7,733
| +1,061% | +$2.99M | 0.54% | 44 |
|
|
2020
Q4 | $281K | Sell |
729
-6
| -0.8% | -$2.14K | 0.05% | 221 |
|
|
2020
Q3 | $247K | Hold |
735
| – | – | 0.05% | 221 |
|
|
2020
Q2 | $227K | Sell |
735
-146
| -17% | -$42.9K | 0.05% | 220 |
|
|
2020
Q1 | $227K | Sell |
881
-392
| -31% | -$120K | 0.05% | 207 |
|
|
2019
Q4 | $411K | Sell |
1,273
-463
| -27% | -$143K | 0.08% | 170 |
|
|
2019
Q3 | $518K | Sell |
1,736
-30
| -2% | -$8.92K | 0.12% | 149 |
|
|
2019
Q2 | $520K | Hold |
1,766
| – | – | 0.12% | 149 |
|
|
2019
Q1 | $502K | Buy |
1,766
+31
| +2% | +$8.48K | 0.12% | 150 |
|
|
2018
Q4 | $436K | Buy |
1,735
+805
| +87% | +$219K | 0.11% | 154 |
|
|
2018
Q3 | $272K | Buy |
930
+20
| +2% | +$5.74K | 0.07% | 211 |
|
|
2018
Q2 | $248K | Buy |
+910
| New | +$248K | 0.06% | 210 |
|
Other funds holding IVV
CM
WBH Advisory's IVV Position: Q2 2026 in Review
WBH Advisory reduced its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, selling an estimated $296K and leaving 32,486 shares worth $24.3M. The position accounts for 1.63% of the portfolio, ranked #12.
WBH Advisory first reported a position in IVV in Q2 2018 and has held it in 32 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- WBH Advisory held 32,486 shares of iShares Core S&P 500 ETF worth $24.3M as of Q2 2026.
- WBH Advisory sold 406 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $296K.
- iShares Core S&P 500 ETF made up 1.63% of WBH Advisory's portfolio in Q2 2026, its #12 holding.
- WBH Advisory first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 32 quarters since.
- 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.