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

Wealth Science Advisors’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 		– Sell
-718
Closed -$492K – 153
2026
Q1 		$492K Hold
718
– – 0.28% 37
2025
Q4 		$492K Buy
+718
New +$488K 0.28% 37

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
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
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
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Wealth Science Advisors's IVV Position: Q2 2026 in Review

Wealth Science Advisors sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 718 shares — an estimated $492K sold.

Wealth Science Advisors first reported a position in IVV in Q4 2025 and held it in 2 quarters. The position peaked at $492K in Q1 2026. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealth Science Advisors reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Science Advisors sold 718 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $492K.
  • Wealth Science Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2025 and held it in 2 quarters.
  • Wealth Science Advisors's iShares Core S&P 500 ETF position peaked at $492K in Q1 2026.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.