Wisconsin Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Wisconsin Wealth Advisors’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	$366K	Hold	489	–	–	0.31%	71
2026 Q1	$319K	Hold	489	–	–	0.31%	72
2025 Q4	$335K	Hold	489	–	–	0.33%	71
2025 Q3	$327K	Hold	489	–	–	0.31%	72
2025 Q2	$304K	Hold	489	–	–	0.35%	69
2025 Q1	$275K	Hold	489	–	–	0.39%	62
2024 Q4	$288K	Buy	+489	New	+$289K	0.42%	57

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

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

Wisconsin Wealth Advisors's IVV Position: Q2 2026 in Review

Wisconsin Wealth Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 489 shares worth $366K. The position accounts for 0.31% of the portfolio, ranked #71.

Wisconsin Wealth Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wisconsin Wealth Advisors held 489 shares of iShares Core S&P 500 ETF worth $366K as of Q2 2026.
Wisconsin Wealth Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.31% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Wisconsin Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.