WealthBridge Capital Management’s iShares Core S&P 500 ETF IVV Stock Holding History

WealthBridge Capital Management’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 Q3	$52M	Buy	67,891 +776	+1%	+$592K	10.1%	1
2026 Q2	$50.3M	Buy	67,115 +2,037	+3%	+$1.48M	9.99%	1
2026 Q1	$42.5M	Buy	65,078 +74	+0.1%	+$50.5K	9.79%	1
2025 Q4	$44.5M	Buy	65,004 +1,891	+3%	+$1.28M	10.14%	1
2025 Q3	$42.2M	Buy	63,113 +1,638	+3%	+$1.05M	9.91%	1
2025 Q2	$38.2M	Buy	61,475 +1,955	+3%	+$1.12M	9.68%	1
2025 Q1	$33.4M	Sell	59,520 -236	-0.4%	-$139K	9.45%	1
2024 Q4	$35.2M	Buy	59,756 +2,354	+4%	+$1.39M	9.77%	1
2024 Q3	$33.1M	Buy	57,402 +4,782	+9%	+$2.66M	9.46%	1
2024 Q2	$28.8M	Buy	52,620 +648	+1%	+$341K	9.47%	1
2024 Q1	$27.3M	Buy	51,972 +2,416	+5%	+$1.21M	9.2%	1
2023 Q4	$23.7M	Buy	49,556 +2,591	+6%	+$1.16M	8.87%	1
2023 Q3	$20.2M	Buy	46,965 +924	+2%	+$413K	8.33%	1
2023 Q2	$20.5M	Buy	46,041 +1,547	+3%	+$652K	8.2%	1
2023 Q1	$18.3M	Sell	44,494 -935	-2%	-$375K	7.29%	1
2022 Q4	$17.5M	Sell	45,429 -1,701	-4%	-$656K	7.29%	1
2022 Q3	$17.9M	Hold	47,130	–	–	7.62%	1
2022 Q2	$17.9M	Sell	47,130 -1,201	-2%	-$494K	7.62%	1
2022 Q1	$21.9M	Buy	48,331 +369	+0.8%	+$165K	8.2%	1
2021 Q4	$22.9M	Sell	47,962 -2,903	-6%	-$1.34M	8.54%	1
2021 Q3	$21.9M	Buy	50,865 +43	+0.1%	+$19.1K	8.18%	1
2021 Q2	$21.8M	Buy	50,822 +3,438	+7%	+$1.44M	7.95%	1
2021 Q1	$18.8M	Buy	47,384 +1,386	+3%	+$537K	7.68%	1
2020 Q4	$17.3M	Buy	45,998 +1,498	+3%	+$533K	7.56%	1
2020 Q3	$15M	Sell	44,500 -1,338	-3%	-$445K	7.67%	1
2020 Q2	$14.2M	Buy	45,838 +6,893	+18%	+$2.02M	8.04%	1
2020 Q1	$10.1M	Buy	38,945 +20,290	+109%	+$6.22M	6.99%	2
2019 Q4	$6.03M	Buy	18,655 +2,394	+15%	+$741K	3.9%	5
2019 Q3	$4.85M	Buy	16,261 +4,196	+35%	+$1.25M	3.49%	5
2019 Q2	$3.04M	Sell	12,065 -802	-6%	-$232K	2.77%	8
2019 Q1	$3.72M	Buy	12,867 +802	+7%	+$219K	2.36%	8
2018 Q4	$3.04M	Buy	+12,065	New	+$3.28M	2.31%	8

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WealthBridge Capital Management's IVV Position: Q3 2026 in Review

WealthBridge Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q3 2026, buying an estimated $592K and bringing the position to 67,891 shares worth $52M. The position accounts for 10.1% of the portfolio, ranked #1.

WealthBridge Capital Management first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 1,331 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

WealthBridge Capital Management held 67,891 shares of iShares Core S&P 500 ETF worth $52M as of Q3 2026.
WealthBridge Capital Management bought 776 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $592K.
iShares Core S&P 500 ETF made up 10.1% of WealthBridge Capital Management's portfolio in Q3 2026, its #1 holding.
WealthBridge Capital Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
1,331 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.