Wealth Enhancement Advisory Services
IVV icon

Wealth Enhancement Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.62B Buy
4,791,453
+307,724
+7% +$224M 6.05% 1
2026
Q1 		$2.94B Sell
4,483,729
-2,053,060
-31% -$1.4B 6% 1
2025
Q4 		$4.54B Buy
6,536,789
+33,934
+0.5% +$23M 6.16% 1
2025
Q3 		$4.37B Buy
6,502,855
+45,951
+0.7% +$29.6M 6.61% 1
2025
Q2 		$4.06B Buy
6,456,904
+162,611
+3% +$93.4M 6.71% 1
2025
Q1 		$3.54B Sell
6,294,293
-218,428
-3% -$129M 6.76% 1
2024
Q4 		$3.83B Buy
6,512,721
+342,125
+6% +$203M 7.34% 1
2024
Q3 		$3.56B Buy
6,170,596
+367,026
+6% +$204M 7.65% 1
2024
Q2 		$3.18B Buy
5,803,570
+336,658
+6% +$177M 7.54% 1
2024
Q1 		$2.87B Buy
5,466,912
+386,959
+8% +$194M 7.43% 1
2023
Q4 		$2.43B Buy
5,079,953
+237,203
+5% +$106M 7.05% 1
2023
Q3 		$2.08B Buy
4,842,750
+1,408,981
+41% +$630M 6.84% 1
2023
Q2 		$1.53B Buy
3,433,769
+28,192
+0.8% +$11.9M 16.5% 1
2023
Q1 		$1.4B Sell
3,405,577
-29,552
-0.9% -$11.8M 16.31% 1
2022
Q4 		$1.38B Buy
3,435,129
+338,628
+11% +$131M 17.79% 1
2022
Q3 		$1.13B Buy
3,096,501
+305,327
+11% +$122M 16.14% 1
2022
Q2 		$1.09B Buy
2,791,174
+171,651
+7% +$70.6M 15.21% 1
2022
Q1 		$1.2B Buy
2,619,523
+66,865
+3% +$29.9M 16.2% 1
2021
Q4 		$1.15B Sell
2,552,658
-11,973
-0.5% -$5.52M 16.48% 1
2021
Q3 		$1.17B Buy
2,564,631
+25,573
+1% +$11.3M 17.3% 1
2021
Q2 		$1.11B Buy
2,539,058
+112,569
+5% +$47.2M 17.86% 1
2021
Q1 		$989M Buy
2,426,489
+270,508
+13% +$105M 17.96% 1
2020
Q4 		$813M Buy
2,155,981
+156,519
+8% +$55.7M 18.38% 1
2020
Q3 		$707M Buy
1,999,462
+13,507
+0.7% +$4.5M 18.52% 1
2020
Q2 		$652M Buy
1,985,955
+430,530
+28% +$126M 18.7% 1
2020
Q1 		$446M Buy
1,555,425
+726,000
+88% +$222M 15.91% 1
2019
Q4 		$268M Buy
829,425
+58,875
+8% +$18.2M 9.46% 1
2019
Q3 		$230M Buy
770,550
+31,433
+4% +$9.34M 9.25% 1
2019
Q2 		$224M Buy
739,117
+104,521
+16% +$30.3M 9.88% 1
2019
Q1 		$187M Buy
634,596
+37,450
+6% +$10.2M 10.58% 1
2018
Q4 		$160M Buy
597,146
+1,377
+0.2% +$374K 10.11% 2
2018
Q3 		$160M Buy
595,769
+59,055
+11% +$16.9M 9.64% 2
2018
Q2 		$151M Buy
536,714
+33,459
+7% +$9.1M 9.28% 2
2018
Q1 		$135M Buy
503,255
+49,417
+11% +$13.6M 9.09% 2
2017
Q4 		$127M Buy
453,838
+44,524
+11% +$11.7M 9.01% 2
2017
Q3 		$105M Buy
409,314
+29,419
+8% +$7.31M 8.68% 2
2017
Q2 		$92.6M Buy
379,895
+44,592
+13% +$10.8M 8.57% 2
2017
Q1 		$79.2M Buy
335,303
+35,048
+12% +$8.2M 8.41% 2
2016
Q4 		$67.6M Buy
300,255
+62,806
+26% +$13.8M 8.2% 2
2016
Q3 		$51.5M Buy
237,449
+49,351
+26% +$10.7M 7.67% 2
2016
Q2 		$39.6M Buy
188,098
+34,262
+22% +$7.15M 7.16% 1
2016
Q1 		$31.8M Buy
153,836
+65,803
+75% +$12.9M 6.45% 2
2015
Q4 		$18M Buy
88,033
+27,807
+46% +$5.74M 4.57% 5
2015
Q3 		$12.2M Sell
60,226
-6,527
-10% -$1.33M 3.71% 6
2015
Q2 		$13.8M Buy
66,753
+9,992
+18% +$2.12M 4.27% 5
2015
Q1 		$11.8M Sell
56,761
-377
-0.7% -$78.4K 4.53% 4
2014
Q4 		$11.8M Buy
+57,138
New +$11.6M 4.66% 3

Other funds holding IVV

CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, buying an estimated $224M and bringing the position to 4,791,453 shares worth $3.62B. The position accounts for 6.05% of the portfolio, ranked #1.

Wealth Enhancement Advisory Services first reported a position in IVV in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.54B in Q4 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,791,453 shares of iShares Core S&P 500 ETF worth $3.62B as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 307,724 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $224M.
  • iShares Core S&P 500 ETF made up 6.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's iShares Core S&P 500 ETF position peaked at $4.54B in Q4 2025.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.