Wynn Capital’s iShares Core S&P 500 ETF IVV Stock Holding History

Wynn Capital’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	$248K	Hold	331	–	–	0.11%	107
2026 Q1	$216K	Hold	331	–	–	0.11%	103
2025 Q4	$227K	Hold	331	–	–	0.11%	105
2025 Q3	$222K	Hold	331	–	–	0.11%	107
2025 Q2	$206K	Buy	+331	New	+$190K	0.11%	107

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

Wynn Capital's IVV Position: Q2 2026 in Review

Wynn Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 331 shares worth $248K. The position accounts for 0.11% of the portfolio, ranked #107.

Wynn Capital first reported a position in IVV in Q2 2025 and has held it in 5 quarters since. 2,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Wynn Capital held 331 shares of iShares Core S&P 500 ETF worth $248K as of Q2 2026.
Wynn Capital left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.11% of Wynn Capital's portfolio in Q2 2026, its #107 holding.
Wynn Capital first reported a position in iShares Core S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
2,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Wynn Capital's 13F filing for Q2 2026, filed 8 Jul 2026.