Westside Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Westside Investment 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	$1.01M	Buy	1,345 +391	+41%	+$285K	0.13%	143
2026 Q1	$624K	Buy	954 +26	+3%	+$17.8K	0.1%	171
2025 Q4	$636K	Buy	928 +79	+9%	+$53.6K	0.1%	154
2025 Q3	$569K	Hold	849	–	–	0.09%	171
2025 Q2	$528K	Hold	849	–	–	0.1%	157
2025 Q1	$477K	Buy	849 +19	+2%	+$11.2K	0.1%	156
2024 Q4	$489K	Buy	830 +196	+31%	+$116K	0.1%	151
2024 Q3	$366K	Hold	634	–	–	0.08%	171
2024 Q2	$347K	Hold	634	–	–	0.08%	171
2024 Q1	$333K	Buy	634 +62	+11%	+$31K	0.08%	172
2023 Q4	$274K	Hold	572	–	–	0.07%	182
2023 Q3	$246K	Hold	572	–	–	0.07%	185
2023 Q2	$255K	Hold	572	–	–	0.07%	183
2023 Q1	$235K	Sell	572 -12	-2%	-$4.81K	0.07%	192
2022 Q4	$224	Buy	584 +322	+123%	+$124K	﹤0.01%	317
2022 Q3	$94	Buy	262 +117	+81%	+$46.7K	﹤0.01%	364
2022 Q2	$55	Buy	145 +117	+418%	+$48.1K	﹤0.01%	401
2022 Q1	$12	Hold	28	–	–	﹤0.01%	591
2021 Q4	$13	Buy	28 +1	+4%	+$461	﹤0.01%	558
2021 Q3	$12	Hold	27	–	–	﹤0.01%	555
2021 Q2	$11	Hold	27	–	–	﹤0.01%	560
2021 Q1	$11	Hold	27	–	–	﹤0.01%	541
2020 Q4	$10	Hold	27	–	–	﹤0.01%	500
2020 Q3	$9	Hold	27	–	–	﹤0.01%	505
2020 Q2	$8	Hold	27	–	–	﹤0.01%	497
2020 Q1	$7	Buy	+27	New	+$8.27K	﹤0.01%	507
2019 Q2	$7	Buy	+26	New	+$7.53K	﹤0.01%	521
2018 Q4	$6.67K	Buy	+26	New	+$7.06K	﹤0.01%	529
2018 Q3	–	Sell	-26	Closed	-$7.19K	–	775
2018 Q2	$7.19K	Hold	26	–	–	﹤0.01%	629
2018 Q1	$6.77K	Hold	26	–	–	﹤0.01%	620
2017 Q4	$7.18K	Buy	26 +1	+4%	+$262	﹤0.01%	631
2017 Q3	$6.62K	Hold	25	–	–	﹤0.01%	631
2017 Q2	$6.28K	Sell	25 -1	-4%	-$241	﹤0.01%	626
2017 Q1	$6.06K	Buy	+26	New	+$6.08K	﹤0.01%	597

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Westside Investment Management's IVV Position: Q2 2026 in Review

Westside Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 41% in Q2 2026, buying an estimated $285K and bringing the position to 1,345 shares worth $1.01M. The position accounts for 0.13% of the portfolio, ranked #143.

Westside Investment Management first reported a position in IVV in Q1 2017 and has held it in 34 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Westside Investment Management held 1,345 shares of iShares Core S&P 500 ETF worth $1.01M as of Q2 2026.
Westside Investment Management bought 391 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $285K.
iShares Core S&P 500 ETF made up 0.13% of Westside Investment Management's portfolio in Q2 2026, its #143 holding.
Westside Investment Management first reported a position in iShares Core S&P 500 ETF in Q1 2017 and has held it in 34 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.