Whitaker-Myers Wealth Managers’s iShares Core S&P 500 ETF IVV Stock Holding History

Whitaker-Myers Wealth Managers’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	$273K	Buy	+364	New	+$265K	0.05%	104

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

Whitaker-Myers Wealth Managers's IVV Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 364 shares worth $273K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings.

4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Whitaker-Myers Wealth Managers held 364 shares of iShares Core S&P 500 ETF worth $273K as of Q2 2026.
iShares Core S&P 500 ETF was a new Whitaker-Myers Wealth Managers position in Q2 2026.
iShares Core S&P 500 ETF made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #104 holding.
4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.