Almanack Investment Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Almanack Investment Partners’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	$5.49M	Buy	7,333 +5,431	+286%	+$3.95M	0.7%	28
2026 Q1	$1.24M	Sell	1,902 -352	-16%	-$240K	0.21%	52
2025 Q4	$1.54M	Sell	2,254 -448	-17%	-$304K	0.26%	48
2025 Q3	$1.81M	Sell	2,702 -295	-10%	-$190K	0.28%	52
2025 Q2	$1.86M	Buy	2,997 +1,060	+55%	+$609K	0.3%	49
2025 Q1	$1.09M	Sell	1,937 -2,279	-54%	-$1.35M	0.22%	55
2024 Q4	$2.48M	Sell	4,216 -1	-0%	-$592	0.38%	44
2024 Q3	$2.43M	Sell	4,217 -267	-6%	-$148K	0.38%	44
2024 Q2	$2.45M	Buy	4,484 +1,793	+67%	+$943K	0.41%	44
2024 Q1	$1.41M	Buy	2,691 +195	+8%	+$97.6K	0.24%	61
2023 Q4	$1.19M	Sell	2,496 -185	-7%	-$82.8K	0.22%	59
2023 Q3	$1.15M	Sell	2,681 -867	-24%	-$388K	0.22%	54
2023 Q2	$1.58M	Buy	3,548 +438	+14%	+$185K	0.28%	47
2023 Q1	$1.28M	Sell	3,110 -754	-20%	-$302K	0.25%	50
2022 Q4	$1.48M	Sell	3,864 -4,384	-53%	-$1.69M	0.32%	42
2022 Q3	$2.96M	Sell	8,248 -2,671	-24%	-$1.07M	0.58%	22
2022 Q2	$4.14M	Sell	10,919 -1,656	-13%	-$681K	0.41%	44
2022 Q1	$5.71M	Sell	12,575 -3,303	-21%	-$1.48M	0.5%	37
2021 Q4	$7.57M	Buy	15,878 +983	+7%	+$453K	0.61%	31
2021 Q3	$6.42M	Buy	14,895 +6,991	+88%	+$3.1M	0.57%	34
2021 Q2	$3.4M	Buy	7,904 +5,936	+302%	+$2.49M	0.32%	60
2021 Q1	$783K	Sell	1,968 -1,320	-40%	-$511K	0.08%	162
2020 Q4	$1.23M	Buy	3,288 +1,387	+73%	+$494K	0.14%	101
2020 Q3	$675K	Buy	1,901 +834	+78%	+$278K	0.08%	158
2020 Q2	$330K	Buy	1,067 +1	+0.1%	+$294	0.06%	174
2020 Q1	$276K	Sell	1,066 -323	-23%	-$99K	0.06%	188
2019 Q4	$449K	Sell	1,389 -87	-6%	-$26.9K	0.09%	111
2019 Q3	$441K	Buy	1,476 +380	+35%	+$113K	0.09%	128
2019 Q2	$323K	Buy	+1,096	New	+$318K	0.07%	130

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

AIA Group Hong Kong $7.95B AUM 28.94% 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

Almanack Investment Partners's IVV Position: Q2 2026 in Review

Almanack Investment Partners increased its iShares Core S&P 500 ETF (IVV) stake by 286% in Q2 2026, buying an estimated $3.95M and bringing the position to 7,333 shares worth $5.49M. The position accounts for 0.7% of the portfolio, ranked #28.

Almanack Investment Partners first reported a position in IVV in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.57M in Q4 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Almanack Investment Partners held 7,333 shares of iShares Core S&P 500 ETF worth $5.49M as of Q2 2026.
Almanack Investment Partners bought 5,431 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.95M.
iShares Core S&P 500 ETF made up 0.7% of Almanack Investment Partners's portfolio in Q2 2026, its #28 holding.
Almanack Investment Partners first reported a position in iShares Core S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
Almanack Investment Partners's iShares Core S&P 500 ETF position peaked at $7.57M in Q4 2021.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.