Wiser Advisor Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Wiser Advisor Group’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	$374K	Buy	500 +1	+0.2%	+$728	0.41%	43
2026 Q1	$326K	Sell	499 -76	-13%	-$51.9K	0.39%	45
2025 Q4	$394K	Sell	575 -2	-0.3%	-$1.36K	0.45%	44
2025 Q3	$386K	Buy	577 +1	+0.2%	+$644	0.48%	45
2025 Q2	$358K	Sell	576 -106	-16%	-$60.9K	0.62%	36
2025 Q1	$383K	Sell	682 -39	-5%	-$23K	0.57%	37
2024 Q4	$424K	Buy	721 +21	+3%	+$12.4K	0.62%	34
2024 Q3	$404K	Sell	700 -38	-5%	-$21.1K	0.6%	34
2024 Q2	$403K	Buy	738 +242	+49%	+$127K	0.63%	32
2024 Q1	$261K	Buy	496 +334	+206%	+$167K	0.41%	44
2023 Q4	$77.3K	Buy	+162	New	+$72.5K	0.13%	72

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

Wiser Advisor Group's IVV Position: Q2 2026 in Review

Wiser Advisor Group increased its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q2 2026, buying an estimated $728 and bringing the position to 500 shares worth $374K. The position accounts for 0.41% of the portfolio, ranked #43.

Wiser Advisor Group first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q4 2024. 4,102 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wiser Advisor Group held 500 shares of iShares Core S&P 500 ETF worth $374K as of Q2 2026.
Wiser Advisor Group bought 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.41% of Wiser Advisor Group's portfolio in Q2 2026, its #43 holding.
Wiser Advisor Group first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Wiser Advisor Group's iShares Core S&P 500 ETF position peaked at $424K in Q4 2024.
4,102 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.