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

Wealthstar Advisors’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 		$274K Buy
366
+15
+4% +$10.9K 0.08% 101
2026
Q1 		$229K Hold
351
– – 0.11% 105
2025
Q4 		$240K Sell
351
-704
-67% -$478K 0.11% 117
2025
Q3 		$706K Buy
1,055
+6
+0.6% +$3.86K 0.28% 68
2025
Q2 		$652K Hold
1,049
– – 0.25% 81
2025
Q1 		$590K Sell
1,049
-463
-31% -$273K 0.27% 82
2024
Q4 		$890K Buy
+1,512
New +$895K 0.39% 50
2024
Q2 		– Sell
-1,117
Closed -$587K – 84
2024
Q1 		$587K Sell
1,117
-785
-41% -$393K 0.2% 65
2023
Q4 		$908K Buy
1,902
+292
+18% +$131K 0.15% 46
2023
Q3 		$691K Buy
1,610
+406
+34% +$182K 0.27% 40
2023
Q2 		$537K Sell
1,204
-272
-18% -$115K 0.23% 39
2023
Q1 		$607K Sell
1,476
-65
-4% -$26.1K 0.23% 40
2022
Q4 		$592K Hold
1,541
– – 0.27% 40
2022
Q3 		$552K Sell
1,541
-10,456
-87% -$4.18M 0.26% 41
2022
Q2 		$4.55M Buy
11,997
+10,465
+683% +$4.3M 1.75% 10
2022
Q1 		$692K Sell
1,532
-18,088
-92% -$8.09M 0.26% 51
2021
Q4 		$9.35M Buy
19,620
+18,130
+1,217% +$8.36M 3.21% 6
2021
Q3 		$641K Sell
1,490
-8
-0.5% -$3.54K 0.19% 46
2021
Q2 		$643K Buy
+1,498
New +$628K 0.2% 51
2020
Q1 		$417K Hold
1,607
– – 0.29% 30
2019
Q4 		$521K Sell
1,607
-2
-0.1% -$619 0.32% 29
2019
Q3 		$481K Buy
1,609
+315
+24% +$93.6K 0.27% 28
2019
Q2 		$380K Buy
+1,294
New +$375K 0.22% 34
2018
Q2 		– Sell
-842
Closed -$223K – 62
2018
Q1 		$223K Buy
+842
New +$232K 0.07% 44

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

Wealthstar Advisors's IVV Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $10.9K and bringing the position to 366 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #101.

Wealthstar Advisors first reported a position in IVV in Q1 2018 and has held it in 24 quarters since. The position peaked at $9.35M in Q4 2021. 4,115 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wealthstar Advisors held 366 shares of iShares Core S&P 500 ETF worth $274K as of Q2 2026.
  • Wealthstar Advisors bought 15 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.9K.
  • iShares Core S&P 500 ETF made up 0.08% of Wealthstar Advisors's portfolio in Q2 2026, its #101 holding.
  • Wealthstar Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2018 and has held it in 24 quarters since.
  • Wealthstar Advisors's iShares Core S&P 500 ETF position peaked at $9.35M in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.