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

Wilkins Miller 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 		$8.27M Sell
11,046
-176
-2% -$128K 4.55% 3
2026
Q1 		$7.33M Sell
11,222
-674
-6% -$460K 4.43% 3
2025
Q4 		$8.15M Sell
11,896
-53
-0.4% -$36K 4.85% 3
2025
Q3 		$8M Buy
11,949
+690
+6% +$444K 4.95% 3
2025
Q2 		$6.99M Sell
11,259
-53
-0.5% -$30.4K 4.76% 3
2025
Q1 		$6.36M Sell
11,312
-40
-0.4% -$23.6K 4.78% 4
2024
Q4 		$6.68M Buy
+11,352
New +$6.72M 6.99% 3

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wilkins Miller Wealth Management's IVV Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.6% in Q2 2026, selling an estimated $128K and leaving 11,046 shares worth $8.27M. The position accounts for 4.55% of the portfolio, ranked #3.

Wilkins Miller Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,082 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wilkins Miller Wealth Management held 11,046 shares of iShares Core S&P 500 ETF worth $8.27M as of Q2 2026.
  • Wilkins Miller Wealth Management sold 176 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $128K.
  • iShares Core S&P 500 ETF made up 4.55% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Wilkins Miller Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,082 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.