WealthGarden F.S.’s iShares Core S&P 500 ETF IVV Stock Holding History

WealthGarden F.S.’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	$10.5M	Buy	14,017 +6,922	+98%	+$5.04M	5.95%	1
2026 Q1	$4.63M	Buy	7,095 +1,191	+20%	+$813K	3.16%	1
2025 Q4	$4.11M	Buy	5,904 +15	+0.3%	+$10.2K	2.71%	4
2025 Q3	$3.97M	Buy	5,889 +384	+7%	+$247K	2.83%	3
2025 Q2	$3.49M	Sell	5,505 -1,708	-24%	-$981K	2.9%	4
2025 Q1	$4.05M	Sell	7,213 -1,615	-18%	-$954K	3.9%	2
2024 Q4	$5.2M	Sell	8,828 -428	-5%	-$253K	4.86%	2
2024 Q3	$5.34M	Sell	9,256 -1,106	-11%	-$615K	5.19%	1
2024 Q2	$5.67M	Buy	+10,362	New	+$5.45M	5.97%	1

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

WealthGarden F.S.'s IVV Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares Core S&P 500 ETF (IVV) stake by 98% in Q2 2026, buying an estimated $5.04M and bringing the position to 14,017 shares worth $10.5M. The position accounts for 5.95% of the portfolio, ranked #1.

WealthGarden F.S. first reported a position in IVV in Q2 2024 and has held it in 9 quarters since. 2,168 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

WealthGarden F.S. held 14,017 shares of iShares Core S&P 500 ETF worth $10.5M as of Q2 2026.
WealthGarden F.S. bought 6,922 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.04M.
iShares Core S&P 500 ETF made up 5.95% of WealthGarden F.S.'s portfolio in Q2 2026, its #1 holding.
WealthGarden F.S. first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
2,168 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.