Buttonwood Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Buttonwood Financial 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	$546K	Sell	729 -23	-3%	-$16.7K	0.17%	79
2026 Q1	$491K	Sell	752 -6	-0.8%	-$4.1K	0.16%	79
2025 Q4	$519K	Sell	758 -9	-1%	-$6.11K	0.17%	74
2025 Q3	$513K	Sell	767 -65	-8%	-$41.9K	0.18%	74
2025 Q2	$516K	Sell	832 -5	-0.6%	-$2.87K	0.21%	70
2025 Q1	$470K	Hold	837	–	–	0.21%	71
2024 Q4	$492K	Buy	837 +7	+0.8%	+$4.14K	0.22%	72
2024 Q3	$478K	Buy	830 +12	+1%	+$6.67K	0.21%	74
2024 Q2	$447K	Buy	818 +66	+9%	+$34.7K	0.21%	76
2024 Q1	$395K	Sell	752 -9	-1%	-$4.5K	0.19%	80
2023 Q4	$363K	Sell	761 -14	-2%	-$6.27K	0.2%	80
2023 Q3	$333K	Buy	+775	New	+$347K	0.21%	81
2022 Q2	–	Sell	-441	Closed	-$200K	–	73
2022 Q1	$200K	Sell	441 -22	-5%	-$9.84K	0.18%	67
2021 Q4	$221K	Buy	+463	New	+$213K	0.22%	50

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Buttonwood Financial Advisors's IVV Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 3.1% in Q2 2026, selling an estimated $16.7K and leaving 729 shares worth $546K. The position accounts for 0.17% of the portfolio, ranked #79.

Buttonwood Financial Advisors first reported a position in IVV in Q4 2021 and has held it in 14 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Buttonwood Financial Advisors held 729 shares of iShares Core S&P 500 ETF worth $546K as of Q2 2026.
Buttonwood Financial Advisors sold 23 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
iShares Core S&P 500 ETF made up 0.17% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #79 holding.
Buttonwood Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 14 quarters since.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.