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

Attessa 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	$419K	Hold	559	–	–	0.19%	29
2026 Q1	$365K	Hold	559	–	–	0.2%	28
2025 Q4	$383K	Hold	559	–	–	0.21%	25
2025 Q3	$374K	Hold	559	–	–	0.22%	24
2025 Q2	$347K	Buy	559 +36	+7%	+$20.7K	0.22%	28
2025 Q1	$294K	Hold	523	–	–	0.19%	33
2024 Q4	$308K	Buy	+523	New	+$310K	0.21%	32

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Attessa Capital's IVV Position: Q2 2026 in Review

Attessa Capital held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 559 shares worth $419K. The position accounts for 0.19% of the portfolio, ranked #29.

Attessa Capital first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 1,595 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Attessa Capital held 559 shares of iShares Core S&P 500 ETF worth $419K as of Q2 2026.
Attessa Capital left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.19% of Attessa Capital's portfolio in Q2 2026, its #29 holding.
Attessa Capital first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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