Western Pacific Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Western Pacific Wealth Management’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	$10.1K	Hold	14	–	–	0.01%	157
2026 Q1	$8.82K	Buy	14 +1	+8%	+$683	0.01%	155
2025 Q4	$9.22K	Hold	13	–	–	0.01%	143
2025 Q3	$8.98K	Sell	13 -702	-98%	-$452K	0.01%	160
2025 Q2	$444K	Buy	715 +702	+5,400%	+$403K	0.43%	32
2025 Q1	$7.49K	Hold	13	–	–	0.01%	166
2024 Q4	$7.83K	Hold	13	–	–	0.01%	170
2024 Q3	$7.64K	Hold	13	–	–	0.01%	212
2024 Q2	$7.22K	Hold	13	–	–	0.01%	187
2024 Q1	$6.92K	Hold	13	–	–	0.01%	200
2023 Q4	$6.26K	Hold	13	–	–	﹤0.01%	196
2023 Q3	$5.58K	Hold	13	–	–	﹤0.01%	203
2023 Q2	$5.79K	Hold	13	–	–	﹤0.01%	213
2023 Q1	$5.34K	Hold	13	–	–	﹤0.01%	220
2022 Q4	$4.99K	Buy	+13	New	+$5.02K	﹤0.01%	215

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Western Pacific Wealth Management's IVV Position: Q2 2026 in Review

Western Pacific Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 14 shares worth $10.1K. The position accounts for 0.01% of the portfolio, ranked #157.

Western Pacific Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $444K in Q2 2025. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Western Pacific Wealth Management held 14 shares of iShares Core S&P 500 ETF worth $10.1K as of Q2 2026.
Western Pacific Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.01% of Western Pacific Wealth Management's portfolio in Q2 2026, its #157 holding.
Western Pacific Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Western Pacific Wealth Management's iShares Core S&P 500 ETF position peaked at $444K in Q2 2025.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Western Pacific Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.