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

WT 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	$1.09M	Sell	1,458 -7	-0.5%	-$5.1K	0.3%	74
2026 Q1	$957K	Hold	1,465	–	–	0.28%	80
2025 Q4	$1M	Hold	1,465	–	–	0.29%	76
2025 Q3	$981K	Sell	1,465 -3	-0.2%	-$1.93K	0.28%	70
2025 Q2	$911K	Sell	1,468 -65	-4%	-$37.3K	0.27%	67
2025 Q1	$861K	Buy	1,533 +63	+4%	+$37.2K	0.28%	64
2024 Q4	$865K	Sell	1,470 -8	-0.5%	-$4.74K	0.27%	71
2024 Q3	$868K	Sell	1,478 -10	-0.7%	-$5.56K	0.28%	70
2024 Q2	$814K	Sell	1,488 -21	-1%	-$11K	0.28%	71
2024 Q1	$793K	Buy	1,509 +10	+0.7%	+$5K	0.28%	74
2023 Q4	$716K	Hold	1,499	–	–	0.28%	71
2023 Q3	$644K	Sell	1,499 -7	-0.5%	-$3.13K	0.28%	70
2023 Q2	$671K	Sell	1,506 -10	-0.7%	-$4.21K	0.28%	76
2023 Q1	$623K	Hold	1,516	–	–	0.27%	85
2022 Q4	$582K	Hold	1,516	–	–	0.28%	69
2022 Q3	$544K	Hold	1,516	–	–	0.27%	72
2022 Q2	$575K	Sell	1,516 -128	-8%	-$52.7K	0.28%	82
2022 Q1	$746K	Sell	1,644 -2	-0.1%	-$894	0.29%	79
2021 Q4	$785K	Buy	1,646 +121	+8%	+$55.8K	0.29%	77
2021 Q3	$657K	Hold	1,525	–	–	0.25%	87
2021 Q2	$656K	Buy	1,525 +8	+0.5%	+$3.35K	0.27%	94
2021 Q1	$603K	Hold	1,517	–	–	0.28%	93
2020 Q4	$569K	Hold	1,517	–	–	0.31%	85
2020 Q3	$509K	Buy	+1,517	New	+$505K	0.34%	70

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

WT Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.48% in Q2 2026, selling an estimated $5.1K and leaving 1,458 shares worth $1.09M. The position accounts for 0.3% of the portfolio, ranked #74.

WT Wealth Management first reported a position in IVV in Q3 2020 and has held it in 24 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

WT Wealth Management held 1,458 shares of iShares Core S&P 500 ETF worth $1.09M as of Q2 2026.
WT Wealth Management sold 7 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $5.1K.
iShares Core S&P 500 ETF made up 0.3% of WT Wealth Management's portfolio in Q2 2026, its #74 holding.
WT Wealth Management first reported a position in iShares Core S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on WT Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.