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

Westshore Wealth’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	$786K	Hold	1,050	–	–	0.24%	38
2026 Q1	$686K	Buy	1,050 +276	+36%	+$188K	0.24%	41
2025 Q4	$530K	Buy	774 +11	+1%	+$7.47K	0.18%	47
2025 Q3	$511K	Sell	763 -26	-3%	-$16.7K	0.17%	49
2025 Q2	$490K	Hold	789	–	–	0.19%	47
2025 Q1	$443K	Hold	789	–	–	0.19%	49
2024 Q4	$464K	Hold	789	–	–	0.19%	42
2024 Q3	$455K	Hold	789	–	–	0.19%	44
2024 Q2	$432K	Sell	789 -15	-2%	-$7.89K	0.18%	41
2024 Q1	$423K	Buy	804 +301	+60%	+$151K	0.18%	46
2023 Q4	$240K	Sell	503 -38	-7%	-$17K	0.11%	77
2023 Q3	$232K	Buy	541 +38	+8%	+$17K	0.13%	75
2023 Q2	$224K	Hold	503	–	–	0.11%	99
2023 Q1	$207K	Buy	+503	New	+$202K	0.11%	104
2021 Q3	–	Sell	-1,038	Closed	-$446K	–	106
2021 Q2	$446K	Hold	1,038	–	–	0.23%	75
2021 Q1	$413K	Buy	+1,038	New	+$402K	0.24%	76

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

Westshore Wealth's IVV Position: Q2 2026 in Review

Westshore Wealth held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,050 shares worth $786K. The position accounts for 0.24% of the portfolio, ranked #38.

Westshore Wealth first reported a position in IVV in Q1 2021 and has held it in 16 quarters since. 4,116 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Westshore Wealth held 1,050 shares of iShares Core S&P 500 ETF worth $786K as of Q2 2026.
Westshore Wealth left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.24% of Westshore Wealth's portfolio in Q2 2026, its #38 holding.
Westshore Wealth first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 16 quarters since.
4,116 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.