Weitzel Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Weitzel Financial Services’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	$343K	Buy	+459	New	+$334K	0.12%	42

Other funds holding IVV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

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

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Weitzel Financial Services's IVV Position: Q2 2026 in Review

Weitzel Financial Services opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 459 shares worth $343K. The stake represents 0.12% of the portfolio and ranks #42 among its holdings.

1,025 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Weitzel Financial Services held 459 shares of iShares Core S&P 500 ETF worth $343K as of Q2 2026.
iShares Core S&P 500 ETF was a new Weitzel Financial Services position in Q2 2026.
iShares Core S&P 500 ETF made up 0.12% of Weitzel Financial Services's portfolio in Q2 2026, its #42 holding.
1,025 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Weitzel Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.