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

Wealth Quarterback’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 		$48.1M Buy
64,245
+7,691
+14% +$5.6M 14.86% 1
2026
Q1 		$36.9M Sell
56,554
-26,474
-32% -$18.1M 14.54% 1
2025
Q4 		$56.9M Buy
83,028
+31,201
+60% +$21.2M 20.48% 1
2025
Q3 		$34.7M Buy
51,827
+1,517
+3% +$977K 13.41% 1
2025
Q2 		$31.2M Sell
50,310
-10,301
-17% -$5.91M 14.81% 1
2025
Q1 		$34.1M Sell
60,611
-20,520
-25% -$12.1M 19.16% 1
2024
Q4 		$47.8M Buy
81,131
+21,977
+37% +$13M 22.42% 1
2024
Q3 		$34.1M Sell
59,154
-3,076
-5% -$1.71M 17.75% 1
2024
Q2 		$34.1M Buy
62,230
+5,992
+11% +$3.15M 19.3% 1
2024
Q1 		$29.6M Sell
56,238
-318
-0.6% -$159K 16.52% 1
2023
Q4 		$27M Buy
56,556
+39,028
+223% +$17.5M 16.49% 1
2023
Q3 		$7.53M Sell
17,528
-15,431
-47% -$6.9M 6.51% 1
2023
Q2 		$14.7M Buy
32,959
+4,492
+16% +$1.89M 10.18% 1
2023
Q1 		$11.7M Buy
28,467
+10
+0% +$4.01K 9.93% 1
2022
Q4 		$10.9M Buy
28,457
+11,386
+67% +$4.39M 9.06% 1
2022
Q3 		$6.12M Sell
17,071
-283
-2% -$113K 6.51% 2
2022
Q2 		$6.58M Buy
+17,354
New +$7.14M 5.13% 3
2021
Q3 		$13.7M Buy
99,407
+60,649
+156% +$26.9M 9.09% 1
2021
Q2 		$16.7M Buy
+38,758
New +$16.2M 10.13% 1
2020
Q4 		$8.28M Sell
22,063
-3,371
-13% -$1.2M 6.89% 3
2020
Q3 		$7.88M Hold
25,434
– – 7.23% 1
2020
Q2 		$7.88M Sell
25,434
-9,514
-27% -$2.79M 7.23% 1
2020
Q1 		$8.95M Buy
34,948
+1,063
+3% +$326K 8.22% 1
2019
Q4 		$11M Buy
+33,885
New +$10.5M 9.52% 1

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 Quarterback's IVV Position: Q2 2026 in Review

Wealth Quarterback increased its iShares Core S&P 500 ETF (IVV) stake by 14% in Q2 2026, buying an estimated $5.6M and bringing the position to 64,245 shares worth $48.1M. The position accounts for 14.86% of the portfolio, ranked #1.

Wealth Quarterback first reported a position in IVV in Q4 2019 and has held it in 24 quarters since. The position peaked at $56.9M in Q4 2025. 4,107 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Quarterback held 64,245 shares of iShares Core S&P 500 ETF worth $48.1M as of Q2 2026.
  • Wealth Quarterback bought 7,691 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.6M.
  • iShares Core S&P 500 ETF made up 14.86% of Wealth Quarterback's portfolio in Q2 2026, its #1 holding.
  • Wealth Quarterback first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 24 quarters since.
  • Wealth Quarterback's iShares Core S&P 500 ETF position peaked at $56.9M in Q4 2025.
  • 4,107 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.