Wealthfront Advisers
IVV icon

Wealthfront Advisers’s iShares Core S&P 500 ETF IVV Stock Holding History

Wealthfront Advisers’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 		$3.11M Sell
4,155
-174
-4% -$127K 0.01% 532
2026
Q1 		$2.83M Buy
4,329
+1,369
+46% +$935K 0.01% 544
2025
Q4 		$2.03M Buy
2,960
+1,162
+65% +$789K ﹤0.01% 592
2025
Q3 		$1.2M Buy
1,798
+713
+66% +$459K ﹤0.01% 666
2025
Q2 		$674K Buy
1,085
+178
+20% +$102K ﹤0.01% 754
2025
Q1 		$510K Sell
907
-288
-24% -$170K ﹤0.01% 775
2024
Q4 		$703K Sell
1,195
-347
-23% -$205K ﹤0.01% 726
2024
Q3 		$889K Sell
1,542
-338
-18% -$188K ﹤0.01% 663
2024
Q2 		$1.03M Buy
1,880
+625
+50% +$329K ﹤0.01% 619
2024
Q1 		$660K Buy
1,255
+29
+2% +$14.5K ﹤0.01% 690
2023
Q4 		$586K Sell
1,226
-1,333
-52% -$597K ﹤0.01% 683
2023
Q3 		$1.1M Sell
2,559
-313
-11% -$140K ﹤0.01% 534
2023
Q2 		$1.28M Buy
2,872
+1,273
+80% +$536K 0.01% 509
2023
Q1 		$657K Buy
1,599
+708
+79% +$284K ﹤0.01% 604
2022
Q4 		$342K Buy
891
+30
+3% +$11.6K ﹤0.01% 697
2022
Q3 		$309K Sell
861
-39
-4% -$15.6K ﹤0.01% 685
2022
Q2 		$341K Sell
900
-117
-12% -$48.1K ﹤0.01% 662
2022
Q1 		$461K Sell
1,017
-144
-12% -$64.4K ﹤0.01% 640
2021
Q4 		$554K Sell
1,161
-260
-18% -$120K ﹤0.01% 577
2021
Q3 		$613K Sell
1,421
-171
-11% -$75.8K ﹤0.01% 534
2021
Q2 		$684K Buy
1,592
+327
+26% +$137K ﹤0.01% 474
2021
Q1 		$503K Sell
1,265
-182
-13% -$70.5K ﹤0.01% 460
2020
Q4 		$543K Buy
1,447
+18
+1% +$6.41K ﹤0.01% 427
2020
Q3 		$480K Buy
1,429
+4
+0.3% +$1.33K ﹤0.01% 411
2020
Q2 		$441K Sell
1,425
-538
-27% -$158K ﹤0.01% 414
2020
Q1 		$507K Sell
1,963
-1,007
-34% -$309K ﹤0.01% 351
2019
Q4 		$960K Buy
2,970
+141
+5% +$43.6K 0.01% 329
2019
Q3 		$845K Buy
2,829
+54
+2% +$16.1K 0.01% 320
2019
Q2 		$818K Sell
2,775
-715
-20% -$207K 0.01% 317
2019
Q1 		$993K Buy
3,490
+232
+7% +$63.4K 0.01% 258
2018
Q4 		$820K Buy
+3,258
New +$885K 0.01% 276

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
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Wealthfront Advisers's IVV Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Core S&P 500 ETF (IVV) stake by 4% in Q2 2026, selling an estimated $127K and leaving 4,155 shares worth $3.11M. The position accounts for 0.01% of the portfolio, ranked #532.

Wealthfront Advisers first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealthfront Advisers held 4,155 shares of iShares Core S&P 500 ETF worth $3.11M as of Q2 2026.
  • Wealthfront Advisers sold 174 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $127K.
  • iShares Core S&P 500 ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #532 holding.
  • Wealthfront Advisers first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.