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

Whalen 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
2025
Q4 		– Sell
-945
Closed -$633K – 209
2025
Q3 		$633K Buy
+945
New +$609K 0.37% 63

Other funds holding IVV

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Whalen Wealth Management's IVV Position: Q4 2025 in Review

Whalen Wealth Management sold out of iShares Core S&P 500 ETF (IVV) in Q4 2025, closing a stake of 945 shares — an estimated $633K sold.

Whalen Wealth Management first reported a position in IVV in Q3 2025 and held it in 1 quarter. The position peaked at $633K in Q3 2025. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • Whalen Wealth Management reported no remaining iShares Core S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 945 iShares Core S&P 500 ETF shares in Q4 2025, an estimated $633K.
  • Whalen Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and held it in 1 quarter.
  • Whalen Wealth Management's iShares Core S&P 500 ETF position peaked at $633K in Q3 2025.
  • 4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.