WAG
IVV icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return