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 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	$18.9M	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	$3.71M	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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

WealthBridge Capital Management's IVV Position: Q1 2026 in Review

WealthBridge Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.11% in Q1 2026, buying an estimated $50.5K and bringing the position to 65,078 shares worth $42.5M. The position accounts for 9.79% of the portfolio, ranked #1.

WealthBridge Capital Management first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. The position peaked at $44.5M in Q4 2025. 3,975 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

WealthBridge Capital Management held 65,078 shares of iShares Core S&P 500 ETF worth $42.5M as of Q1 2026.
WealthBridge Capital Management bought 74 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $50.5K.
iShares Core S&P 500 ETF made up 9.79% of WealthBridge Capital Management's portfolio in Q1 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 30 quarters since.
WealthBridge Capital Management's iShares Core S&P 500 ETF position peaked at $44.5M in Q4 2025.
3,975 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.