Wealthcare Capital Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthcare Capital Partners’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	$235K	Buy	+313	New	+$228K	0.1%	154

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Wealthcare Capital Partners's IVV Position: Q2 2026 in Review

Wealthcare Capital Partners opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 313 shares worth $235K. The stake represents 0.1% of the portfolio and ranks #154 among its holdings.

2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wealthcare Capital Partners held 313 shares of iShares Core S&P 500 ETF worth $235K as of Q2 2026.
iShares Core S&P 500 ETF was a new Wealthcare Capital Partners position in Q2 2026.
iShares Core S&P 500 ETF made up 0.1% of Wealthcare Capital Partners's portfolio in Q2 2026, its #154 holding.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.