WWM
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Wiser Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wiser 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 		$20M Sell
26,722
-287
-1% -$209K 3.83% 9
2026
Q1 		$17.6M Buy
27,009
+224
+0.8% +$153K 3.8% 10
2025
Q4 		$18.3M Sell
26,785
-2,168
-7% -$1.47M 4.08% 8
2025
Q3 		$19.4M Sell
28,953
-1,731
-6% -$1.11M 4.43% 8
2025
Q2 		$19.1M Sell
30,684
-589
-2% -$338K 4.77% 8
2025
Q1 		$17.6M Buy
31,273
+2,563
+9% +$1.51M 4.93% 8
2024
Q4 		$16.9M Buy
28,710
+2
+0% +$1.18K 4.74% 8
2024
Q3 		$16.6M Buy
28,708
+3,577
+14% +$1.99M 4.75% 8
2024
Q2 		$13.8M Sell
25,131
-2,526
-9% -$1.33M 4.26% 9
2024
Q1 		$14.5M Sell
27,657
-378
-1% -$189K 4.77% 8
2023
Q4 		$13.2M Buy
28,035
+3,422
+14% +$1.53M 4.8% 8
2023
Q3 		$10.6M Buy
24,613
+9
+0% +$4.03K 4.3% 9
2023
Q2 		$11M Buy
24,604
+513
+2% +$216K 4.4% 9
2023
Q1 		$9.9M Buy
24,091
+529
+2% +$212K 4.23% 9
2022
Q4 		$9.05M Buy
23,562
+5,233
+29% +$2.02M 4.18% 9
2022
Q3 		$6.57M Buy
18,329
+1,215
+7% +$485K 3.44% 10
2022
Q2 		$6.49M Sell
17,114
-96,519
-85% -$39.7M 3.36% 10
2022
Q1 		$51.6M Buy
113,633
+10,940
+11% +$4.89M 23.77% 1
2021
Q4 		$49M Buy
102,693
+3,903
+4% +$1.8M 23.93% 1
2021
Q3 		$42.6M Buy
98,790
+9,943
+11% +$4.41M 22.69% 1
2021
Q2 		$38.2M Buy
88,847
+5,637
+7% +$2.36M 23.26% 1
2021
Q1 		$33.1M Buy
83,210
+3,798
+5% +$1.47M 22.74% 1
2020
Q4 		$29.8M Buy
+79,412
New +$28.3M 22.35% 1

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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wiser Wealth Management's IVV Position: Q2 2026 in Review

Wiser Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 1.1% in Q2 2026, selling an estimated $209K and leaving 26,722 shares worth $20M. The position accounts for 3.83% of the portfolio, ranked #9.

Wiser Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $51.6M in Q1 2022. 952 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Wiser Wealth Management held 26,722 shares of iShares Core S&P 500 ETF worth $20M as of Q2 2026.
  • Wiser Wealth Management sold 287 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $209K.
  • iShares Core S&P 500 ETF made up 3.83% of Wiser Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Wiser Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Wiser Wealth Management's iShares Core S&P 500 ETF position peaked at $51.6M in Q1 2022.
  • 952 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wiser Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.