C2C Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

C2C Wealth 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	$10.2M	Buy	13,614 +557	+4%	+$406K	7.99%	1
2026 Q1	$8.53M	Buy	13,057 +73	+0.6%	+$49.8K	7.21%	2
2025 Q4	$8.89M	Buy	12,984 +188	+1%	+$128K	7.5%	2
2025 Q3	$8.56M	Buy	12,796 +13	+0.1%	+$8.37K	7.35%	2
2025 Q2	$7.94M	Buy	12,783 +107	+0.8%	+$61.4K	7.19%	3
2025 Q1	$7.12M	Buy	12,676 +176	+1%	+$104K	6.69%	2
2024 Q4	$7.36M	Hold	12,500	–	–	6.82%	2
2024 Q3	$7.14M	Buy	12,500 +207	+2%	+$115K	6.65%	2
2024 Q2	$6.73M	Buy	12,293 +175	+1%	+$92K	6.58%	3
2024 Q1	$6.37M	Buy	12,118 +194	+2%	+$97.1K	6.32%	3
2023 Q4	$5.71M	Sell	11,924 -2,116	-15%	-$947K	4.84%	4
2023 Q3	$6M	Buy	14,040 +10	+0.1%	+$4.47K	0.85%	9
2023 Q2	$6.37M	Buy	14,030 +519	+4%	+$219K	0.84%	9
2023 Q1	$5.54M	Buy	13,511 +124	+0.9%	+$49.7K	0.89%	9
2022 Q4	$5.25M	Sell	13,387 -286	-2%	-$110K	0.91%	6
2022 Q3	$5.19M	Buy	13,673 +24	+0.2%	+$9.58K	1.01%	7
2022 Q2	$5.38M	Buy	13,649 +1	+0%	+$411	0.99%	7
2022 Q1	$6.12M	Sell	13,648 -275	-2%	-$123K	1.04%	7
2021 Q4	$6.64M	Buy	+13,923	New	+$6.42M	0.95%	6

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

C2C Wealth Management's IVV Position: Q2 2026 in Review

C2C Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $406K and bringing the position to 13,614 shares worth $10.2M. The position accounts for 7.99% of the portfolio, ranked #1.

C2C Wealth Management first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

C2C Wealth Management held 13,614 shares of iShares Core S&P 500 ETF worth $10.2M as of Q2 2026.
C2C Wealth Management bought 557 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $406K.
iShares Core S&P 500 ETF made up 7.99% of C2C Wealth Management's portfolio in Q2 2026, its #1 holding.
C2C Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on C2C Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.