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

West Michigan 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 		$891K Buy
1,190
+1
+0.1% +$728 0.17% 139
2026
Q1 		$777K Sell
1,189
-60
-5% -$41K 0.17% 137
2025
Q4 		$855K Buy
1,249
+180
+17% +$122K 0.2% 118
2025
Q3 		$715K Buy
1,069
+8
+0.8% +$5.15K 0.17% 120
2025
Q2 		$659K Buy
1,061
+15
+1% +$8.61K 0.19% 94
2025
Q1 		$588K Sell
1,046
-2
-0.2% -$1.18K 0.19% 90
2024
Q4 		$617K Sell
1,048
-76
-7% -$45K 0.19% 89
2024
Q3 		$648K Buy
1,124
+38
+3% +$21.1K 0.2% 88
2024
Q2 		$594K Sell
1,086
-38
-3% -$20K 0.19% 86
2024
Q1 		$591K Buy
1,124
+14
+1% +$7K 0.19% 84
2023
Q4 		$530K Sell
1,110
-111
-9% -$49.7K 0.2% 77
2023
Q3 		$524K Buy
1,221
+85
+7% +$38K 0.28% 77
2023
Q2 		$506K Buy
+1,136
New +$479K 0.2% 110

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

West Michigan Advisors's IVV Position: Q2 2026 in Review

West Michigan Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.08% in Q2 2026, buying an estimated $728 and bringing the position to 1,190 shares worth $891K. The position accounts for 0.17% of the portfolio, ranked #139.

West Michigan Advisors first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • West Michigan Advisors held 1,190 shares of iShares Core S&P 500 ETF worth $891K as of Q2 2026.
  • West Michigan Advisors bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
  • iShares Core S&P 500 ETF made up 0.17% of West Michigan Advisors's portfolio in Q2 2026, its #139 holding.
  • West Michigan Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.