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

Wealthquest’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	$2.16M	Buy	2,878 +64	+2%	+$46.6K	0.14%	41
2026 Q1	$1.84M	Sell	2,814 -190	-6%	-$130K	0.13%	39
2025 Q4	$2.06M	Buy	+3,004	New	+$2.04M	0.16%	35
2025 Q3	–	Sell	-2,427	Closed	-$1.51M	–	82
2025 Q2	$1.51M	Buy	2,427 +315	+15%	+$181K	0.12%	33
2025 Q1	$1.19M	Sell	2,112 -71	-3%	-$41.9K	0.1%	43
2024 Q4	$1.29M	Sell	2,183 -51	-2%	-$30.2K	0.1%	41
2024 Q3	$1.28M	Sell	2,234 -12	-0.5%	-$6.67K	0.11%	43
2024 Q2	$1.23M	Sell	2,246 -90	-4%	-$47.3K	0.13%	42
2024 Q1	$1.23M	Sell	2,336 -548	-19%	-$274K	0.13%	45
2023 Q4	$1.38M	Sell	2,884 -16	-0.6%	-$7.16K	0.15%	43
2023 Q3	$1.25M	Sell	2,900 -618	-18%	-$276K	0.15%	46
2023 Q2	$1.57M	Sell	3,518 -92	-3%	-$38.8K	0.19%	43
2023 Q1	$1.48M	Sell	3,610 -180	-5%	-$72.2K	0.19%	42
2022 Q4	$1.46M	Sell	3,790 -78	-2%	-$30.1K	0.19%	42
2022 Q3	$1.39M	Sell	3,868 -958	-20%	-$383K	0.19%	45
2022 Q2	$1.83M	Buy	4,826 +251	+5%	+$103K	0.28%	40
2022 Q1	$2.18M	Hold	4,575	–	–	0.33%	32
2021 Q4	$2.18M	Buy	4,575 +248	+6%	+$114K	0.33%	32
2021 Q3	$1.86M	Buy	4,327 +518	+14%	+$230K	0.31%	33
2021 Q2	$1.64M	Sell	3,809 -151	-4%	-$63.3K	0.28%	35
2021 Q1	$1.57M	Sell	3,960 -516	-12%	-$200K	0.29%	37
2020 Q4	$1.68M	Buy	4,476 +115	+3%	+$40.9K	0.36%	29
2020 Q3	$1.47M	Sell	4,361 -1,134	-21%	-$377K	0.36%	27
2020 Q2	$1.7M	Buy	+5,495	New	+$1.61M	0.43%	30
2019 Q4	$3.24M	Sell	10,038 -289	-3%	-$89.4K	0.93%	24
2019 Q3	$3.08M	Buy	10,327 +82	+0.8%	+$24.4K	1.03%	20
2019 Q2	$3.02M	Sell	10,245 -803	-7%	-$233K	1.14%	20
2019 Q1	$3.14M	Sell	11,048 -538	-5%	-$147K	1.19%	21
2018 Q4	$2.92M	Buy	+11,586	New	+$3.15M	1.19%	20
2015 Q3	$845K	Buy	4,386 +732	+20%	+$149K	1.53%	8
2015 Q2	$757K	Buy	3,654 +451	+14%	+$95.5K	1.11%	11
2015 Q1	$666K	Buy	3,203 +59	+2%	+$12.3K	0.96%	13
2014 Q4	$650K	Buy	+3,144	New	+$636K	0.66%	15

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealthquest's IVV Position: Q2 2026 in Review

Wealthquest increased its iShares Core S&P 500 ETF (IVV) stake by 2.3% in Q2 2026, buying an estimated $46.6K and bringing the position to 2,878 shares worth $2.16M. The position accounts for 0.14% of the portfolio, ranked #41.

Wealthquest first reported a position in IVV in Q4 2014 and has held it in 33 quarters since. The position peaked at $3.24M in Q4 2019. 1,655 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wealthquest held 2,878 shares of iShares Core S&P 500 ETF worth $2.16M as of Q2 2026.
Wealthquest bought 64 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $46.6K.
iShares Core S&P 500 ETF made up 0.14% of Wealthquest's portfolio in Q2 2026, its #41 holding.
Wealthquest first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 33 quarters since.
Wealthquest's iShares Core S&P 500 ETF position peaked at $3.24M in Q4 2019.
1,655 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.