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West Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

West Wealth Group’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 		$1.65M Buy
2,206
+71
+3% +$51.7K 0.27% 36
2026
Q1 		$1.4M Buy
2,135
+695
+48% +$475K 0.28% 34
2025
Q4 		$987K Buy
1,440
+15
+1% +$10.2K 0.2% 37
2025
Q3 		$953K Sell
1,425
-251
-15% -$162K 0.21% 35
2025
Q2 		$1.07M Buy
1,676
+602
+56% +$346K 0.27% 35
2025
Q1 		$606K Buy
1,074
+39
+4% +$23K 0.18% 43
2024
Q4 		$610K Buy
1,035
+140
+16% +$82.9K 0.18% 42
2024
Q3 		$516K Buy
895
+11
+1% +$6.12K 0.17% 46
2024
Q2 		$484K Buy
884
+98
+12% +$51.5K 0.17% 48
2024
Q1 		$413K Buy
786
+33
+4% +$16.5K 0.15% 52
2023
Q4 		$360K Buy
753
+153
+26% +$68.5K 0.14% 57
2023
Q3 		$257K Sell
600
-2
-0.3% -$895 0.11% 62
2023
Q2 		$268K Buy
602
+10
+2% +$4.21K 0.11% 54
2023
Q1 		$243K Buy
592
+10
+2% +$4.01K 0.11% 54
2022
Q4 		$224K Buy
582
+4
+0.7% +$1.54K 0.11% 64
2022
Q3 		$207K Sell
578
-58
-9% -$23.2K 0.11% 56
2022
Q2 		$241K Buy
636
+48
+8% +$19.7K 0.11% 56
2022
Q1 		$267K Sell
588
-41
-7% -$18.3K 0.11% 51
2021
Q4 		$300K Buy
+629
New +$290K 0.11% 40

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 Wealth Group's IVV Position: Q2 2026 in Review

West Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 3.3% in Q2 2026, buying an estimated $51.7K and bringing the position to 2,206 shares worth $1.65M. The position accounts for 0.27% of the portfolio, ranked #36.

West Wealth Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • West Wealth Group held 2,206 shares of iShares Core S&P 500 ETF worth $1.65M as of Q2 2026.
  • West Wealth Group bought 71 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51.7K.
  • iShares Core S&P 500 ETF made up 0.27% of West Wealth Group's portfolio in Q2 2026, its #36 holding.
  • West Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.