BlueSky Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

BlueSky Wealth Advisors’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	$3.6M	Buy	4,803 +430	+10%	+$313K	0.42%	37
2026 Q1	$2.86M	Sell	4,373 -861	-16%	-$588K	0.37%	39
2025 Q4	$3.58M	Buy	5,234 +82	+2%	+$55.7K	0.47%	30
2025 Q3	$3.45M	Buy	5,152 +14	+0.3%	+$9.02K	0.47%	30
2025 Q2	$3.19M	Buy	5,138 +4	+0.1%	+$2.3K	0.46%	30
2025 Q1	$2.88M	Sell	5,134 -208	-4%	-$123K	0.45%	29
2024 Q4	$3.14M	Sell	5,342 -1,895	-26%	-$1.12M	0.49%	29
2024 Q3	$4.17M	Sell	7,237 -404	-5%	-$225K	0.65%	29
2024 Q2	$4.18M	Sell	7,641 -184	-2%	-$96.8K	0.7%	29
2024 Q1	$4.11M	Sell	7,825 -199	-2%	-$99.6K	3.22%	10
2023 Q4	$3.83M	Sell	8,024 -870	-10%	-$389K	0.71%	27
2023 Q3	$3.82M	Buy	8,894 +135	+2%	+$60.4K	0.78%	26
2023 Q2	$3.9M	Sell	8,759 -26	-0.3%	-$11K	0.78%	25
2023 Q1	$3.61M	Sell	8,785 -677	-7%	-$271K	0.75%	25
2022 Q4	$3.64M	Sell	9,462 -903	-9%	-$348K	0.8%	25
2022 Q3	$3.72M	Sell	10,365 -1,059	-9%	-$423K	0.86%	25
2022 Q2	$4.33M	Sell	11,424 -599	-5%	-$246K	0.96%	23
2022 Q1	$5.46M	Sell	12,023 -339	-3%	-$152K	1.06%	20
2021 Q4	$5.9M	Sell	12,362 -3,559	-22%	-$1.64M	1.09%	18
2021 Q3	$6.86M	Sell	15,921 -725	-4%	-$321K	1.34%	14
2021 Q2	$7.28M	Sell	16,646 -293	-2%	-$123K	1.43%	14
2021 Q1	$7M	Sell	16,939 -456	-3%	-$177K	1.58%	14
2020 Q4	$6.53M	Sell	17,395 -757	-4%	-$269K	1.58%	14
2020 Q3	$6.38M	Buy	18,152 +2,108	+13%	+$702K	1.66%	14
2020 Q2	$4.97M	Sell	16,044 -467	-3%	-$137K	1.42%	14
2020 Q1	$4.27M	Sell	16,511 -1,255	-7%	-$385K	1.57%	14
2019 Q4	$5.83M	Sell	17,766 -295	-2%	-$91.3K	1.9%	16
2019 Q3	$5.29M	Sell	18,061 -858	-5%	-$255K	1.82%	16
2019 Q2	$5.58M	Sell	18,919 -815	-4%	-$236K	1.98%	16
2019 Q1	$5.71M	Buy	19,734 +173	+0.9%	+$47.3K	2.06%	16
2018 Q4	$5.18M	Sell	19,561 -710	-4%	-$193K	2.03%	16
2018 Q3	$5.87M	Sell	20,271 -94	-0.5%	-$27K	2.22%	16
2018 Q2	$5.56M	Sell	20,365 -755	-4%	-$205K	2.13%	16
2018 Q1	$5.61M	Sell	21,120 -334	-2%	-$91.9K	2.15%	16
2017 Q4	$5.77M	Sell	21,454 -954	-4%	-$250K	2.39%	15
2017 Q3	$5.67M	Sell	22,408 -557	-2%	-$138K	2.45%	14
2017 Q2	$5.59M	Sell	22,965 -853	-4%	-$206K	2.59%	14
2017 Q1	$5.65M	Sell	23,818 -2,385	-9%	-$558K	2.7%	13
2016 Q4	$5.89M	Buy	+26,203	New	+$5.76M	2.89%	12

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

BlueSky Wealth Advisors's IVV Position: Q2 2026 in Review

BlueSky Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 9.8% in Q2 2026, buying an estimated $313K and bringing the position to 4,803 shares worth $3.6M. The position accounts for 0.42% of the portfolio, ranked #37.

BlueSky Wealth Advisors first reported a position in IVV in Q4 2016 and has held it in 39 quarters since. The position peaked at $7.28M in Q2 2021. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

BlueSky Wealth Advisors held 4,803 shares of iShares Core S&P 500 ETF worth $3.6M as of Q2 2026.
BlueSky Wealth Advisors bought 430 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $313K.
iShares Core S&P 500 ETF made up 0.42% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #37 holding.
BlueSky Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
BlueSky Wealth Advisors's iShares Core S&P 500 ETF position peaked at $7.28M in Q2 2021.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.