Wedmont Private Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Wedmont Private Capital’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	$12.9M	Buy	17,078 +950	+6%	+$692K	0.36%	45
2026 Q1	$11M	Buy	16,128 +1,648	+11%	+$1.13M	0.35%	44
2025 Q4	$10M	Buy	14,480 +153	+1%	+$104K	0.35%	43
2025 Q3	$9.63M	Sell	14,327 -311	-2%	-$200K	0.36%	45
2025 Q2	$9.18M	Buy	14,638 +543	+4%	+$312K	0.39%	41
2025 Q1	$7.57M	Buy	14,095 +619	+5%	+$366K	0.39%	41
2024 Q4	$7.86M	Buy	13,476 +72	+0.5%	+$42.6K	0.41%	37
2024 Q3	$7.65M	Buy	13,404 +311	+2%	+$173K	0.44%	37
2024 Q2	$7.37M	Sell	13,093 -37	-0.3%	-$19.5K	0.46%	35
2024 Q1	$6.85M	Buy	13,130 +317	+2%	+$159K	0.5%	33
2023 Q4	$6.11M	Sell	12,813 -254	-2%	-$114K	0.5%	34
2023 Q3	$5.67M	Buy	13,067 +825	+7%	+$369K	0.57%	31
2023 Q2	$5.53M	Buy	12,242 +891	+8%	+$375K	0.6%	27
2023 Q1	$4.67M	Sell	11,351 -930	-8%	-$373K	0.62%	25
2022 Q4	$4.79M	Buy	12,281 +2,588	+27%	+$999K	0.72%	22
2022 Q3	$3.48M	Sell	9,693 -20	-0.2%	-$7.99K	0.7%	28
2022 Q2	$3.68M	Buy	9,713 +5	+0.1%	+$2.06K	0.79%	22
2022 Q1	$4.45M	Sell	9,708 -1	-0%	-$447	0.99%	19
2021 Q4	$4.53M	Buy	+9,709	New	+$4.47M	1.4%	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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wedmont Private Capital's IVV Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $692K and bringing the position to 17,078 shares worth $12.9M. The position accounts for 0.36% of the portfolio, ranked #45.

Wedmont Private Capital first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wedmont Private Capital held 17,078 shares of iShares Core S&P 500 ETF worth $12.9M as of Q2 2026.
Wedmont Private Capital bought 950 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $692K.
iShares Core S&P 500 ETF made up 0.36% of Wedmont Private Capital's portfolio in Q2 2026, its #45 holding.
Wedmont Private Capital first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.