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Wealth Advisors of Iowa’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealth Advisors of Iowa’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 		$5.71M Sell
7,630
-301
-4% -$219K 1.55% 14
2026
Q1 		$5.18M Sell
7,931
-788
-9% -$538K 1.6% 13
2025
Q4 		$5.97M Sell
8,719
-6
-0.1% -$4.07K 1.96% 12
2025
Q3 		$5.84M Sell
8,725
-18
-0.2% -$11.6K 1.99% 12
2025
Q2 		$5.43M Sell
8,743
-18
-0.2% -$10.3K 2.03% 11
2025
Q1 		$4.92M Sell
8,761
-3,411
-28% -$2.01M 2.12% 9
2024
Q4 		$7.17M Sell
12,172
-27
-0.2% -$16K 3.61% 9
2024
Q3 		$7.04M Buy
+12,199
New +$6.78M 3.58% 8
2024
Q2 		– Sell
-12,204
Closed -$6.42M – 58
2024
Q1 		$6.42M Sell
12,204
-2,237
-15% -$1.12M 3.9% 8
2023
Q4 		$6.9M Sell
14,441
-88
-0.6% -$39.4K 4.63% 7
2023
Q3 		$6.24M Sell
14,529
-352
-2% -$157K 4.39% 7
2023
Q2 		$6.63M Sell
14,881
-26
-0.2% -$11K 4.8% 5
2023
Q1 		$6.13M Sell
14,907
-1,440
-9% -$577K 4.79% 5
2022
Q4 		$6.28M Sell
16,347
-11,832
-42% -$4.57M 5.13% 5
2022
Q3 		$10.1M Sell
28,179
-66,796
-70% -$26.7M 9.44% 3
2022
Q2 		$36M Sell
94,975
-19,287
-17% -$7.93M 19.5% 2
2022
Q1 		$51.8M Buy
114,262
+5,212
+5% +$2.33M 25.96% 1
2021
Q4 		$52M Sell
109,050
-7,515
-6% -$3.46M 28.45% 1
2021
Q3 		$50.2M Buy
116,565
+73,179
+169% +$32.4M 27.31% 1
2021
Q2 		$18.7M Sell
43,386
-559
-1% -$234K 9.73% 4
2021
Q1 		$17.5M Sell
43,945
-21,558
-33% -$8.35M 9.74% 4
2020
Q4 		$24.6M Buy
65,503
+22,845
+54% +$8.13M 15.23% 3
2020
Q3 		$14.3M Buy
42,658
+24,678
+137% +$8.21M 9.84% 3
2020
Q2 		$5.57M Buy
17,980
+5,070
+39% +$1.49M 4.2% 6
2020
Q1 		$0 Buy
+12,910
New +$3.96M ﹤0.01% 27

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capula Management
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Wealth Advisors of Iowa's IVV Position: Q2 2026 in Review

Wealth Advisors of Iowa reduced its iShares Core S&P 500 ETF (IVV) stake by 3.8% in Q2 2026, selling an estimated $219K and leaving 7,630 shares worth $5.71M. The position accounts for 1.55% of the portfolio, ranked #14.

Wealth Advisors of Iowa first reported a position in IVV in Q1 2020 and has held it in 25 quarters since. The position peaked at $52M in Q4 2021. 4,125 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Advisors of Iowa held 7,630 shares of iShares Core S&P 500 ETF worth $5.71M as of Q2 2026.
  • Wealth Advisors of Iowa sold 301 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $219K.
  • iShares Core S&P 500 ETF made up 1.55% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #14 holding.
  • Wealth Advisors of Iowa first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Advisors of Iowa's iShares Core S&P 500 ETF position peaked at $52M in Q4 2021.
  • 4,125 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.