Bill Few Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Bill Few Associates’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	$1.27M	Sell	1,702 -6	-0.4%	-$4.37K	0.27%	80
2026 Q1	$1.12M	Buy	1,708 +262	+18%	+$179K	0.27%	78
2025 Q4	$990K	Sell	1,446 -109	-7%	-$74K	0.24%	78
2025 Q3	$1.04M	Sell	1,555 -338	-18%	-$218K	0.27%	74
2025 Q2	$1.18M	Buy	1,893 +66	+4%	+$37.9K	0.33%	67
2025 Q1	$1.03M	Sell	1,827 -23	-1%	-$13.6K	0.37%	65
2024 Q4	$1.09M	Sell	1,850 -50	-3%	-$29.6K	0.38%	65
2024 Q3	$1.1M	Sell	1,900 -179	-9%	-$99.5K	0.39%	62
2024 Q2	$1.14M	Buy	2,079 +167	+9%	+$87.8K	0.44%	56
2024 Q1	$1.01M	Sell	1,912 -94	-5%	-$47K	0.41%	60
2023 Q4	$958K	Buy	2,006 +1,278	+176%	+$572K	0.44%	58
2023 Q3	$313K	Sell	728 -45	-6%	-$20.1K	0.16%	103
2023 Q2	$345K	Hold	773	–	–	0.18%	96
2023 Q1	$318K	Buy	773 +25	+3%	+$10K	0.18%	103
2022 Q4	$287K	Buy	748 +60	+9%	+$23.2K	0.17%	100
2022 Q3	$246K	Sell	688 -12	-2%	-$4.79K	0.17%	99
2022 Q2	$265K	Sell	700 -221	-24%	-$90.9K	0.17%	98
2022 Q1	$418K	Buy	921 +65	+8%	+$29.1K	0.23%	80
2021 Q4	$409K	Buy	+856	New	+$394K	0.21%	80

Other funds holding IVV

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

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Bill Few Associates's IVV Position: Q2 2026 in Review

Bill Few Associates reduced its iShares Core S&P 500 ETF (IVV) stake by 0.35% in Q2 2026, selling an estimated $4.37K and leaving 1,702 shares worth $1.27M. The position accounts for 0.27% of the portfolio, ranked #80.

Bill Few Associates first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bill Few Associates held 1,702 shares of iShares Core S&P 500 ETF worth $1.27M as of Q2 2026.
Bill Few Associates sold 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
iShares Core S&P 500 ETF made up 0.27% of Bill Few Associates's portfolio in Q2 2026, its #80 holding.
Bill Few Associates first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.