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

Xcel 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	$330K	Sell	440 -36	-8%	-$26.2K	0.08%	127
2026 Q1	$311K	Sell	476 -4	-0.8%	-$2.73K	0.09%	122
2025 Q4	$329K	Hold	480	–	–	0.08%	124
2025 Q3	$322K	Buy	480 +7	+1%	+$4.51K	0.08%	122
2025 Q2	$294K	Sell	473 -23	-5%	-$13.2K	0.08%	116
2025 Q1	$279K	Sell	496 -5	-1%	-$2.95K	0.09%	117
2024 Q4	$295K	Buy	501 +15	+3%	+$8.88K	0.08%	112
2024 Q3	$281K	Sell	486 -37	-7%	-$20.6K	0.08%	113
2024 Q2	$286K	Sell	523 -2	-0.4%	-$1.05K	0.09%	106
2024 Q1	$276K	Buy	+525	New	+$263K	0.09%	107

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

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

Xcel Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 7.6% in Q2 2026, selling an estimated $26.2K and leaving 440 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #127.

Xcel Wealth Management first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Xcel Wealth Management held 440 shares of iShares Core S&P 500 ETF worth $330K as of Q2 2026.
Xcel Wealth Management sold 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
iShares Core S&P 500 ETF made up 0.08% of Xcel Wealth Management's portfolio in Q2 2026, its #127 holding.
Xcel Wealth Management first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.