Williams & Novak’s iShares Core S&P 500 ETF IVV Stock Holding History

Williams & Novak’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	$488K	Buy	652 +106	+19%	+$77.2K	0.32%	72
2026 Q1	$359K	Sell	546 -53	-9%	-$36.2K	0.27%	79
2025 Q4	$410K	Sell	599 -2	-0.3%	-$1.36K	0.31%	75
2025 Q3	$402K	Hold	601	–	–	0.31%	73
2025 Q2	$373K	Hold	601	–	–	0.32%	76
2025 Q1	$339K	Hold	601	–	–	0.33%	75
2024 Q4	$354K	Sell	601 -58	-9%	-$34.3K	0.34%	70
2024 Q3	$380K	Buy	659 +75	+13%	+$41.7K	0.36%	73
2024 Q2	$320K	Sell	584 -6	-1%	-$3.15K	0.3%	78
2024 Q1	$282K	Hold	590	–	–	0.32%	70
2023 Q4	$282K	Buy	+590	New	+$264K	0.32%	70

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

Williams & Novak's IVV Position: Q2 2026 in Review

Williams & Novak increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q2 2026, buying an estimated $77.2K and bringing the position to 652 shares worth $488K. The position accounts for 0.32% of the portfolio, ranked #72.

Williams & Novak first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Williams & Novak held 652 shares of iShares Core S&P 500 ETF worth $488K as of Q2 2026.
Williams & Novak bought 106 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $77.2K.
iShares Core S&P 500 ETF made up 0.32% of Williams & Novak's portfolio in Q2 2026, its #72 holding.
Williams & Novak first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.