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

Western 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 		$31.6M Sell
42,201
-2,675
-6% -$1.95M 1.03% 16
2026
Q1 		$29.3M Buy
44,876
+11,755
+35% +$8.03M 1.11% 13
2025
Q4 		$22.7M Sell
33,121
-700
-2% -$475K 1.05% 18
2025
Q3 		$22.6M Sell
33,821
-15
-0% -$9.66K 1.19% 16
2025
Q2 		$21M Buy
33,836
+10
+0% +$5.74K 1.25% 16
2025
Q1 		$19M Sell
33,826
-693
-2% -$409K 1.26% 15
2024
Q4 		$20.3M Sell
34,519
-1,159
-3% -$686K 1.32% 15
2024
Q3 		$20.6M Buy
35,678
+3,266
+10% +$1.82M 1.17% 14
2024
Q2 		$17.7M Buy
32,412
+345
+1% +$181K 1.31% 15
2024
Q1 		$16.9M Sell
32,067
-574
-2% -$287K 1.31% 16
2023
Q4 		$15.6M Sell
32,641
-375
-1% -$168K 1.12% 15
2023
Q3 		$14.2M Buy
33,016
+1,300
+4% +$581K 1.2% 14
2023
Q2 		$14.1M Sell
31,716
-773
-2% -$326K 1.21% 14
2023
Q1 		$13.4M Sell
32,489
-1,015
-3% -$407K 1.24% 12
2022
Q4 		$12.9M Sell
33,504
-38,485
-53% -$14.9M 1.32% 11
2022
Q3 		$25.9M Buy
71,989
+4,077
+6% +$1.63M 1.48% 11
2022
Q2 		$25.8M Sell
67,912
-1,066
-2% -$438K 1.48% 11
2022
Q1 		$31.3M Buy
68,978
+32,315
+88% +$14.5M 1.52% 9
2021
Q4 		$17.5M Buy
+36,663
New +$16.9M 1.73% 8
2021
Q2 		$15M Buy
34,925
+3,952
+13% +$1.66M 1.54% 8
2021
Q1 		$12.3M Sell
30,973
-477
-2% -$185K 1.66% 8
2020
Q4 		$11.8M Sell
31,450
-5,023
-14% -$1.79M 1.73% 6
2020
Q3 		$12.3M Buy
36,473
+1,039
+3% +$346K 2% 6
2020
Q2 		$11M Buy
35,434
+1,776
+5% +$521K 1.99% 6
2020
Q1 		$8.7M Buy
33,658
+3,754
+13% +$1.15M 2% 8
2019
Q4 		$9.67M Sell
29,904
-1,230
-4% -$381K 1.46% 15
2019
Q3 		$9.29M Buy
31,134
+285
+0.9% +$84.7K 1.93% 9
2019
Q2 		$9.09M Sell
30,849
-546
-2% -$158K 1.19% 21
2019
Q1 		$8.93M Sell
31,395
-1,218
-4% -$333K 1.99% 8
2018
Q4 		$8.21M Buy
+32,613
New +$8.86M 2.21% 8

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

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

Western Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6% in Q2 2026, selling an estimated $1.95M and leaving 42,201 shares worth $31.6M. The position accounts for 1.03% of the portfolio, ranked #16.

Western Wealth Management first reported a position in IVV in Q4 2018 and has held it in 30 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Western Wealth Management held 42,201 shares of iShares Core S&P 500 ETF worth $31.6M as of Q2 2026.
  • Western Wealth Management sold 2,675 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.95M.
  • iShares Core S&P 500 ETF made up 1.03% of Western Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Western Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.