WETS
IVV icon

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

Wealth Enhancement Trust 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 		$18.9M Buy
25,185
+4,911
+24% +$3.58M 2.1% 9
2026
Q1 		$13.2M Buy
20,274
+9,607
+90% +$6.56M 1.6% 12
2025
Q4 		$7.31M Buy
+10,667
New +$7.24M 0.92% 28

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its iShares Core S&P 500 ETF (IVV) stake by 24% in Q2 2026, buying an estimated $3.58M and bringing the position to 25,185 shares worth $18.9M. The position accounts for 2.1% of the portfolio, ranked #9.

Wealth Enhancement Trust Services first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 3,425 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Enhancement Trust Services held 25,185 shares of iShares Core S&P 500 ETF worth $18.9M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 4,911 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.58M.
  • iShares Core S&P 500 ETF made up 2.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #9 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,425 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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