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

Wealth Watch 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	$922K	Buy	1,231 +297	+32%	+$216K	0.3%	58
2026 Q1	$610K	Buy	934 +82	+10%	+$56K	0.26%	60
2025 Q4	$584K	Sell	852 -31	-4%	-$21.1K	0.22%	63
2025 Q3	$591K	Sell	883 -215	-20%	-$138K	0.24%	53
2025 Q2	$682K	Buy	1,098 +16	+1%	+$9.19K	0.39%	39
2025 Q1	$608K	Sell	1,082 -670	-38%	-$396K	0.49%	32
2024 Q4	$1.03M	Buy	+1,752	New	+$1.04M	0.64%	29

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Wealth Watch Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 32% in Q2 2026, buying an estimated $216K and bringing the position to 1,231 shares worth $922K. The position accounts for 0.3% of the portfolio, ranked #58.

Wealth Watch Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wealth Watch Advisors held 1,231 shares of iShares Core S&P 500 ETF worth $922K as of Q2 2026.
Wealth Watch Advisors bought 297 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $216K.
iShares Core S&P 500 ETF made up 0.3% of Wealth Watch Advisors's portfolio in Q2 2026, its #58 holding.
Wealth Watch Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Wealth Watch Advisors's iShares Core S&P 500 ETF position peaked at $1.03M in Q4 2024.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.