Weinberger Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$234K Hold
312
0.08% 91
2026
Q1
$204K Buy
+312
New +$213K 0.08% 91

Other funds holding IVV

Weinberger Asset Management's IVV Position: Q2 2026 in Review

Weinberger Asset Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 312 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #91.

Weinberger Asset Management first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Weinberger Asset Management held 312 shares of iShares Core S&P 500 ETF worth $234K as of Q2 2026.
  • Weinberger Asset Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.08% of Weinberger Asset Management's portfolio in Q2 2026, its #91 holding.
  • Weinberger Asset Management first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.