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

WJ 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
Q1 		$2.13M Sell
3,264
-202
-6% -$138K 1% 25
2025
Q4 		$2.37M Sell
3,466
-17
-0.5% -$11.5K 1.04% 25
2025
Q3 		$2.39M Sell
3,483
-3,413
-49% -$2.2M 1.05% 24
2025
Q2 		$4.28M Sell
6,896
-650
-9% -$373K 1.35% 24
2025
Q1 		$4.24M Sell
7,546
-398
-5% -$235K 1.5% 22
2024
Q4 		$4.68M Sell
7,944
-58
-0.7% -$34.3K 1.61% 22
2024
Q3 		$4.62M Buy
8,002
+330
+4% +$183K 1.63% 22
2024
Q2 		$4.2M Sell
7,672
-42
-0.5% -$22.1K 1.53% 20
2024
Q1 		$4.06M Sell
7,714
-48
-0.6% -$24K 1.61% 18
2023
Q4 		$3.71M Sell
7,762
-74
-0.9% -$33.1K 1.61% 18
2023
Q3 		$3.37M Hold
7,836
– – 1.63% 17
2023
Q2 		$3.49M Buy
7,836
+3,938
+101% +$1.66M 1.65% 15
2023
Q1 		$1.6M Sell
3,898
-5,032
-56% -$2.02M 1.08% 22
2022
Q4 		$3.43M Sell
8,930
-540
-6% -$208K 1.99% 14
2022
Q3 		$3.4M Sell
9,470
-335
-3% -$134K 2.13% 17
2022
Q2 		$3.71M Buy
9,805
+4,079
+71% +$1.68M 2.64% 14
2022
Q1 		$2.6M Sell
5,726
-26,805
-82% -$12M 1.73% 13
2021
Q4 		$15.5M Buy
32,531
+10,759
+49% +$4.96M 9.28% 2
2021
Q3 		$9.37M Buy
21,772
+16,047
+280% +$7.11M 6.23% 4
2021
Q2 		$2.46M Sell
5,725
-160
-3% -$67K 7.63% 3
2021
Q1 		$2.34M Sell
5,885
-170
-3% -$65.8K 7.28% 3
2020
Q4 		$2.27M Sell
6,055
-450
-7% -$160K 7.07% 3
2020
Q3 		$2.19M Sell
6,505
-11,673
-64% -$3.88M 7.08% 4
2020
Q2 		$5.62M Buy
18,178
+7,287
+67% +$2.14M 3.94% 6
2020
Q1 		$2.81M Sell
10,891
-3,575
-25% -$1.1M 10.14% 4
2019
Q4 		$4.68M Buy
+14,466
New +$4.48M 11.79% 2

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

WJ Wealth Management's IVV Position: Q1 2026 in Review

WJ Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 5.8% in Q1 2026, selling an estimated $138K and leaving 3,264 shares worth $2.13M. The position accounts for 1% of the portfolio, ranked #25.

WJ Wealth Management first reported a position in IVV in Q4 2019 and has held it in 26 quarters since. The position peaked at $15.5M in Q4 2021. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • WJ Wealth Management held 3,264 shares of iShares Core S&P 500 ETF worth $2.13M as of Q1 2026.
  • WJ Wealth Management sold 202 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $138K.
  • iShares Core S&P 500 ETF made up 1% of WJ Wealth Management's portfolio in Q1 2026, its #25 holding.
  • WJ Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • WJ Wealth Management's iShares Core S&P 500 ETF position peaked at $15.5M in Q4 2021.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.