WE
IVV icon

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

Wealth Effects’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 		$4.17M Buy
5,569
+1,195
+27% +$870K 1.13% 16
2026
Q1 		$2.86M Buy
4,374
+98
+2% +$66.9K 1.01% 17
2025
Q4 		$2.93M Buy
4,276
+15
+0.4% +$10.2K 0.92% 16
2025
Q3 		$2.85M Buy
4,261
+5
+0.1% +$3.22K 0.92% 18
2025
Q2 		$2.64M Sell
4,256
-202
-5% -$116K 0.99% 15
2025
Q1 		$2.5M Buy
4,458
+27
+0.6% +$15.9K 1.05% 16
2024
Q4 		$2.61M Buy
4,431
+12
+0.3% +$7.1K 0.93% 17
2024
Q3 		$2.55M Hold
4,419
– – 0.89% 17
2024
Q2 		$2.42M Sell
4,419
-1,062
-19% -$558K 0.88% 17
2024
Q1 		$2.88M Hold
5,481
– – 1.06% 13
2023
Q4 		$2.62M Buy
5,481
+251
+5% +$112K 0.98% 15
2023
Q3 		$2.25M Buy
5,230
+32
+0.6% +$14.3K 1.11% 13
2023
Q2 		$2.32M Buy
5,198
+90
+2% +$37.9K 1.02% 12
2023
Q1 		$2.1M Sell
5,108
-78
-2% -$31.3K 1.08% 16
2022
Q4 		$1.99M Buy
+5,186
New +$2M 1.14% 17

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 Effects's IVV Position: Q2 2026 in Review

Wealth Effects increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $870K and bringing the position to 5,569 shares worth $4.17M. The position accounts for 1.13% of the portfolio, ranked #16.

Wealth Effects first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Effects held 5,569 shares of iShares Core S&P 500 ETF worth $4.17M as of Q2 2026.
  • Wealth Effects bought 1,195 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $870K.
  • iShares Core S&P 500 ETF made up 1.13% of Wealth Effects's portfolio in Q2 2026, its #16 holding.
  • Wealth Effects first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.