Avity Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Avity Investment 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	$490K	Buy	654 +200	+44%	+$146K	0.03%	86
2026 Q1	$297K	Hold	454	–	–	0.02%	102
2025 Q4	$311K	Sell	454 -445	-49%	-$302K	0.02%	93
2025 Q3	$602K	Buy	899 +20	+2%	+$12.9K	0.04%	76
2025 Q2	$546K	Buy	879 +4	+0.5%	+$2.3K	0.04%	77
2025 Q1	$492K	Buy	875 +6	+0.7%	+$3.54K	0.04%	75
2024 Q4	$512K	Buy	869 +33	+4%	+$19.5K	0.04%	77
2024 Q3	$482K	Buy	836 +16	+2%	+$8.9K	0.04%	74
2024 Q2	$449K	Hold	820	–	–	0.04%	72
2024 Q1	$431K	Hold	820	–	–	0.04%	78
2023 Q4	$392K	Hold	820	–	–	0.04%	80
2023 Q3	$352K	Hold	820	–	–	0.04%	68
2023 Q2	$365K	Hold	820	–	–	0.03%	68
2023 Q1	$337K	Hold	820	–	–	0.03%	73
2022 Q4	$315K	Hold	820	–	–	0.03%	67
2022 Q3	$294K	Hold	820	–	–	0.03%	69
2022 Q2	$311K	Hold	820	–	–	0.03%	70
2022 Q1	$372K	Hold	820	–	–	0.03%	68
2021 Q4	$391K	Hold	820	–	–	0.03%	66
2021 Q3	$353K	Hold	820	–	–	0.03%	67
2021 Q2	$353K	Hold	820	–	–	0.03%	66
2021 Q1	$326K	Sell	820 -50	-6%	-$19.4K	0.03%	69
2020 Q4	$327K	Hold	870	–	–	0.03%	63
2020 Q3	$292K	Sell	870 -50	-5%	-$16.6K	0.03%	58
2020 Q2	$285K	Hold	920	–	–	0.03%	56
2020 Q1	$238K	Hold	920	–	–	0.03%	58
2019 Q4	$297K	Sell	920 -50	-5%	-$15.5K	0.03%	64
2019 Q3	$290K	Sell	970 -200	-17%	-$59.4K	0.03%	63
2019 Q2	$345K	Hold	1,170	–	–	0.04%	58
2019 Q1	$333K	Hold	1,170	–	–	0.04%	58
2018 Q4	$294K	Hold	1,170	–	–	0.04%	57
2018 Q3	$342K	Hold	1,170	–	–	0.04%	57
2018 Q2	$319K	Hold	1,170	–	–	0.04%	59
2018 Q1	$310K	Hold	1,170	–	–	0.04%	61
2017 Q4	$315K	Sell	1,170 -350	-23%	-$91.7K	0.04%	59
2017 Q3	$384K	Hold	1,520	–	–	0.05%	54
2017 Q2	$370K	Sell	1,520 -100	-6%	-$24.1K	0.05%	54
2017 Q1	$384K	Sell	1,620 -50	-3%	-$11.7K	0.05%	54
2016 Q4	$376K	Sell	1,670 -20	-1%	-$4.4K	0.06%	54
2016 Q3	$367K	Buy	+1,690	New	+$368K	0.06%	54

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Avity Investment Management's IVV Position: Q2 2026 in Review

Avity Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 44% in Q2 2026, buying an estimated $146K and bringing the position to 654 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #86.

Avity Investment Management first reported a position in IVV in Q3 2016 and has held it in 40 quarters since. The position peaked at $602K in Q3 2025. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Avity Investment Management held 654 shares of iShares Core S&P 500 ETF worth $490K as of Q2 2026.
Avity Investment Management bought 200 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $146K.
iShares Core S&P 500 ETF made up 0.03% of Avity Investment Management's portfolio in Q2 2026, its #86 holding.
Avity Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2016 and has held it in 40 quarters since.
Avity Investment Management's iShares Core S&P 500 ETF position peaked at $602K in Q3 2025.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.