Wolff Financial Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Wolff Financial 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	$208K	Sell	278 -34	-11%	-$24.8K	0.04%	105
2026 Q1	$204K	Hold	312	–	–	0.05%	102
2025 Q4	$214K	Hold	312	–	–	0.05%	100
2025 Q3	$209K	Buy	+312	New	+$201K	0.05%	100

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Wolff Financial Management's IVV Position: Q2 2026 in Review

Wolff Financial Management reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $24.8K and leaving 278 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #105.

Wolff Financial Management first reported a position in IVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $214K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wolff Financial Management held 278 shares of iShares Core S&P 500 ETF worth $208K as of Q2 2026.
Wolff Financial Management sold 34 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $24.8K.
iShares Core S&P 500 ETF made up 0.04% of Wolff Financial Management's portfolio in Q2 2026, its #105 holding.
Wolff Financial Management first reported a position in iShares Core S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
Wolff Financial Management's iShares Core S&P 500 ETF position peaked at $214K in Q4 2025.
2,131 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.