Burkett Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Burkett Financial Services’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	$27.8K	Sell	37 -76	-67%	-$55.3K	0.01%	130
2026 Q1	$73.8K	Buy	113 +77	+214%	+$52.6K	0.03%	79
2025 Q4	$25.3K	Sell	36 -1	-3%	-$679	0.01%	131
2025 Q3	$24.6K	Hold	37	–	–	0.01%	133
2025 Q2	$22.8K	Hold	37	–	–	0.01%	123
2025 Q1	$20.5K	Sell	37 -26	-41%	-$15.4K	0.01%	132
2024 Q4	$37.4K	Hold	63	–	–	0.02%	100
2024 Q3	$36.5K	Hold	63	–	–	0.02%	96
2024 Q2	$34.5K	Hold	63	–	–	0.02%	95
2024 Q1	$33K	Sell	63 -2	-3%	-$1K	0.02%	102
2023 Q4	$31K	Buy	+65	New	+$29.1K	0.02%	100

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

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

Burkett Financial Services's IVV Position: Q2 2026 in Review

Burkett Financial Services reduced its iShares Core S&P 500 ETF (IVV) stake by 67% in Q2 2026, selling an estimated $55.3K and leaving 37 shares worth $27.8K. The position accounts for 0.01% of the portfolio, ranked #130.

Burkett Financial Services first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $73.8K in Q1 2026. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Burkett Financial Services held 37 shares of iShares Core S&P 500 ETF worth $27.8K as of Q2 2026.
Burkett Financial Services sold 76 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $55.3K.
iShares Core S&P 500 ETF made up 0.01% of Burkett Financial Services's portfolio in Q2 2026, its #130 holding.
Burkett Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's iShares Core S&P 500 ETF position peaked at $73.8K in Q1 2026.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.