WIM
IVV icon

WealthPlan Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

WealthPlan Investment 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
Q2 		$112M Buy
149,301
+24,120
+19% +$17.6M 5.55% 1
2026
Q1 		$81.8M Buy
125,181
+56,242
+82% +$38.4M 4.56% 2
2025
Q4 		$47.2M Buy
68,939
+29,090
+73% +$19.8M 3.01% 4
2025
Q3 		$26.7M Buy
39,849
+29,486
+285% +$19M 1.77% 7
2025
Q2 		$6.43M Buy
10,363
+1,148
+12% +$659K 0.47% 70
2025
Q1 		$5.18M Buy
9,215
+3,723
+68% +$2.2M 0.51% 67
2024
Q4 		$3.23M Buy
5,492
+406
+8% +$240K 0.32% 82
2024
Q3 		$2.93M Buy
5,086
+3,567
+235% +$1.98M 0.3% 84
2024
Q2 		$831K Buy
1,519
+4
+0.3% +$2.1K 0.13% 105
2024
Q1 		$796K Sell
1,515
-41
-3% -$20.5K 0.12% 105
2023
Q4 		$743K Buy
1,556
+78
+5% +$34.9K 0.12% 108
2023
Q3 		$635K Hold
1,478
– – 0.11% 105
2023
Q2 		$659K Sell
1,478
-42
-3% -$17.7K 0.2% 85
2023
Q1 		$625K Sell
1,520
-26,480
-95% -$10.6M 0.11% 109
2022
Q4 		$11.6M Buy
28,000
+585
+2% +$226K 0.81% 45
2022
Q3 		$10.8M Buy
+27,415
New +$10.9M 0.79% 46
2022
Q1 		$8.62M Buy
+20,844
New +$9.32M 0.6% 61

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

WealthPlan Investment Management's IVV Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $17.6M and bringing the position to 149,301 shares worth $112M. The position accounts for 5.55% of the portfolio, ranked #1.

WealthPlan Investment Management first reported a position in IVV in Q1 2022 and has held it in 17 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • WealthPlan Investment Management held 149,301 shares of iShares Core S&P 500 ETF worth $112M as of Q2 2026.
  • WealthPlan Investment Management bought 24,120 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $17.6M.
  • iShares Core S&P 500 ETF made up 5.55% of WealthPlan Investment Management's portfolio in Q2 2026, its #1 holding.
  • WealthPlan Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.