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Wealth Dimensions Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealth Dimensions Group’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 		$27.5M Sell
36,763
-2,046
-5% -$1.49M 4.93% 5
2026
Q1 		$25.4M Sell
38,809
-849
-2% -$580K 4.99% 5
2025
Q4 		$27.2M Sell
39,658
-262
-0.7% -$178K 5.39% 5
2025
Q3 		$26.7M Buy
39,920
+292
+0.7% +$188K 5.49% 5
2025
Q2 		$24.6M Buy
39,628
+316
+0.8% +$181K 5.42% 5
2025
Q1 		$22.1M Sell
39,312
-62
-0.2% -$36.6K 5.27% 5
2024
Q4 		$23.2M Sell
39,374
-566
-1% -$335K 5.68% 5
2024
Q3 		$23M Sell
39,940
-41
-0.1% -$22.8K 5.83% 4
2024
Q2 		$21.9M Sell
39,981
-66
-0.2% -$34.7K 6.24% 4
2024
Q1 		$21.1M Sell
40,047
-1,216
-3% -$608K 6.22% 4
2023
Q4 		$19.7M Sell
41,263
-418
-1% -$187K 6.24% 4
2023
Q3 		$17.9M Sell
41,681
-190
-0.5% -$85K 6.49% 3
2023
Q2 		$18.7M Sell
41,871
-353
-0.8% -$149K 6.79% 3
2023
Q1 		$17.4M Buy
42,224
+609
+1% +$244K 6.72% 4
2022
Q4 		$16M Buy
41,615
+11,528
+38% +$4.45M 6.53% 4
2022
Q3 		$10.8M Buy
30,087
+1,712
+6% +$684K 5.34% 5
2022
Q2 		$10.8M Sell
28,375
-2,962
-9% -$1.22M 5.11% 4
2022
Q1 		$14.2M Buy
31,337
+7,487
+31% +$3.35M 6.58% 3
2021
Q4 		$11.4M Sell
23,850
-80
-0.3% -$36.9K 5.57% 6
2021
Q3 		$10.3M Sell
23,930
-464
-2% -$206K 6.6% 3
2021
Q2 		$10.5M Sell
24,394
-249
-1% -$104K 7.11% 3
2021
Q1 		$9.8M Sell
24,643
-463
-2% -$179K 7.61% 2
2020
Q4 		$9.42M Buy
+25,106
New +$8.94M 8.14% 2

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 22.96% 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
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Wealth Dimensions Group's IVV Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Core S&P 500 ETF (IVV) stake by 5.3% in Q2 2026, selling an estimated $1.49M and leaving 36,763 shares worth $27.5M. The position accounts for 4.93% of the portfolio, ranked #5.

Wealth Dimensions Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Dimensions Group held 36,763 shares of iShares Core S&P 500 ETF worth $27.5M as of Q2 2026.
  • Wealth Dimensions Group sold 2,046 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.49M.
  • iShares Core S&P 500 ETF made up 4.93% of Wealth Dimensions Group's portfolio in Q2 2026, its #5 holding.
  • Wealth Dimensions Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.