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

Wealth Management Associates’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 		$14.1M Buy
18,849
+4
+0% +$2.91K 3.9% 2
2026
Q1 		$12.3M Buy
18,845
+291
+2% +$199K 4.25% 3
2025
Q4 		$12.7M Sell
18,554
-250
-1% -$170K 4.42% 2
2025
Q3 		$12.6M Sell
18,804
-68
-0.4% -$43.8K 4.47% 2
2025
Q2 		$11.7M Buy
18,872
+46
+0.2% +$26.4K 4.56% 3
2025
Q1 		$10.6M Buy
18,826
+944
+5% +$557K 4.53% 3
2024
Q4 		$10.5M Buy
17,882
+173
+1% +$102K 4.5% 3
2024
Q3 		$10.2M Buy
17,709
+111
+0.6% +$61.7K 4.49% 3
2024
Q2 		$9.63M Hold
17,598
– – 4.52% 3
2024
Q1 		$9.63M Buy
17,598
+9,107
+107% +$4.56M 4.52% 3
2023
Q4 		$4.06M Buy
8,491
+34
+0.4% +$15.2K 2.14% 8
2023
Q3 		$3.63M Sell
8,457
-39
-0.5% -$17.4K 2.12% 8
2023
Q2 		$3.79M Sell
8,496
-138
-2% -$58.2K 2.14% 8
2023
Q1 		$3.55M Sell
8,634
-43
-0.5% -$17.2K 2.19% 9
2022
Q4 		$3.33M Sell
8,677
-1,186
-12% -$458K 2.22% 9
2022
Q3 		$3.54M Buy
9,863
+31
+0.3% +$12.4K 2.49% 6
2022
Q2 		$3.73M Sell
9,832
-348
-3% -$143K 2.54% 8
2022
Q1 		$4.62M Sell
10,180
-485
-5% -$217K 2.62% 6
2021
Q4 		$5.09M Sell
10,665
-123
-1% -$56.7K 2.74% 6
2021
Q3 		$4.65M Sell
10,788
-307
-3% -$136K 2.72% 7
2021
Q2 		$4.77M Sell
11,095
-285
-3% -$119K 2.71% 7
2021
Q1 		$4.53M Buy
11,380
+96
+0.9% +$37.2K 2.87% 5
2020
Q4 		$4.24M Sell
11,284
-175
-2% -$62.3K 2.78% 5
2020
Q3 		$3.85M Sell
11,459
-175
-2% -$58.2K 2.98% 6
2020
Q2 		$3.6M Sell
11,634
-298
-2% -$87.5K 3.04% 6
2020
Q1 		$3.08M Sell
11,932
-497
-4% -$152K 3.12% 5
2019
Q4 		$4.02M Buy
12,429
+1,078
+9% +$334K 2.87% 5
2019
Q3 		$3.39M Buy
11,351
+759
+7% +$226K 2.73% 6
2019
Q2 		$3.12M Sell
10,592
-3,560
-25% -$1.03M 3.11% 7
2019
Q1 		$4.03M Buy
14,152
+4,943
+54% +$1.35M 4.39% 4
2018
Q4 		$2.32M Buy
+9,209
New +$2.5M 3.12% 8

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Management Associates's IVV Position: Q2 2026 in Review

Wealth Management Associates increased its iShares Core S&P 500 ETF (IVV) stake by 0.02% in Q2 2026, buying an estimated $2.91K and bringing the position to 18,849 shares worth $14.1M. The position accounts for 3.9% of the portfolio, ranked #2.

Wealth Management Associates first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 2,340 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Management Associates held 18,849 shares of iShares Core S&P 500 ETF worth $14.1M as of Q2 2026.
  • Wealth Management Associates bought 4 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.91K.
  • iShares Core S&P 500 ETF made up 3.9% of Wealth Management Associates's portfolio in Q2 2026, its #2 holding.
  • Wealth Management Associates first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,340 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.