WPWealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
WPWealth's IVV Position: Q2 2026 in Review
WPWealth opened a new position in iShares Core S&P 500 ETF (IVV) in Q2 2026: 287 shares worth $215K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: WPWealth previously reported a position in IVV as recently as Q3 2023.
WPWealth first reported a position in IVV in Q3 2023 and has held it in 2 quarters since. The position peaked at $292K in Q3 2023. 4,094 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- WPWealth held 287 shares of iShares Core S&P 500 ETF worth $215K as of Q2 2026.
- iShares Core S&P 500 ETF was a new WPWealth position in Q2 2026.
- iShares Core S&P 500 ETF made up 0.03% of WPWealth's portfolio in Q2 2026, its #99 holding.
- WPWealth first reported a position in iShares Core S&P 500 ETF in Q3 2023 and has held it in 2 quarters since.
- WPWealth's iShares Core S&P 500 ETF position peaked at $292K in Q3 2023.
- 4,094 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.