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

Cambridge 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	$714K	Buy	953 +6	+0.6%	+$4.37K	0.12%	104
2026 Q1	$619K	Hold	947	–	–	0.12%	109
2025 Q4	$649K	Hold	947	–	–	0.12%	108
2025 Q3	$634K	Hold	947	–	–	0.12%	107
2025 Q2	$588K	Sell	947 -26	-3%	-$14.9K	0.12%	108
2025 Q1	$547K	Hold	973	–	–	0.12%	109
2024 Q4	$573K	Hold	973	–	–	0.13%	109
2024 Q3	$561K	Hold	973	–	–	0.12%	109
2024 Q2	$532K	Buy	973 +30	+3%	+$15.8K	0.12%	113
2024 Q1	$496K	Hold	943	–	–	0.12%	120
2023 Q4	$450K	Hold	943	–	–	0.11%	120
2023 Q3	$405K	Hold	943	–	–	0.11%	121
2023 Q2	$420K	Hold	943	–	–	0.11%	119
2023 Q1	$388K	Hold	943	–	–	0.1%	134
2022 Q4	$362K	Hold	943	–	–	0.1%	136
2022 Q3	$338K	Hold	943	–	–	0.1%	129
2022 Q2	$358K	Sell	943 -458	-33%	-$188K	0.1%	129
2022 Q1	$636K	Buy	1,401 +150	+12%	+$67.1K	0.15%	105
2021 Q4	$597K	Hold	1,251	–	–	0.13%	110
2021 Q3	$539K	Hold	1,251	–	–	0.13%	111
2021 Q2	$538K	Sell	1,251 -51	-4%	-$21.4K	0.13%	110
2021 Q1	$518K	Buy	+1,302	New	+$504K	0.13%	104
2020 Q4	–	Sell	-1,382	Closed	-$464K	–	161
2020 Q3	$464K	Hold	1,382	–	–	0.14%	96
2020 Q2	$428K	Hold	1,382	–	–	0.13%	98
2020 Q1	$357K	Buy	1,382 +118	+9%	+$36.2K	0.13%	99
2019 Q4	$409K	Buy	1,264 +17	+1%	+$5.26K	0.12%	105
2019 Q3	$372K	Buy	1,247 +9	+0.7%	+$2.67K	0.12%	99
2019 Q2	$365K	Buy	1,238 +17	+1%	+$4.93K	0.12%	105
2019 Q1	$347K	Buy	1,221 +9	+0.7%	+$2.46K	0.12%	106
2018 Q4	$305K	Buy	1,212 +19	+2%	+$5.16K	0.11%	108
2018 Q3	$349K	Buy	1,193 +8	+0.7%	+$2.29K	0.12%	106
2018 Q2	$324K	Buy	1,185 +19	+2%	+$5.17K	0.11%	108
2018 Q1	$309K	Sell	1,166 -566	-33%	-$156K	0.11%	111
2017 Q4	$466K	Buy	1,732 +9	+0.5%	+$2.36K	0.17%	91
2017 Q3	$436K	Buy	1,723 +20	+1%	+$4.97K	0.17%	91
2017 Q2	$415K	Buy	1,703 +10	+0.6%	+$2.41K	0.17%	93
2017 Q1	$402K	Sell	1,693 -2,499	-60%	-$585K	0.17%	94
2016 Q4	$943K	Buy	4,192 +23	+0.6%	+$5.05K	0.42%	53
2016 Q3	$907K	Hold	4,169	–	–	0.4%	55
2016 Q2	$878K	Buy	4,169 +70	+2%	+$14.6K	0.4%	55
2016 Q1	$847K	Hold	4,099	–	–	0.39%	56
2015 Q4	$840K	Hold	4,099	–	–	0.48%	55
2015 Q3	$790K	Hold	4,099	–	–	0.47%	56
2015 Q2	$849K	Sell	4,099 -6,186	-60%	-$1.31M	0.48%	57
2015 Q1	$1.02M	Buy	10,285 +6,197	+152%	+$1.29M	0.59%	48
2014 Q4	$846K	Buy	+4,088	New	+$827K	0.52%	56

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

Cambridge Advisors's IVV Position: Q2 2026 in Review

Cambridge Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.63% in Q2 2026, buying an estimated $4.37K and bringing the position to 953 shares worth $714K. The position accounts for 0.12% of the portfolio, ranked #104.

Cambridge Advisors first reported a position in IVV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.02M in Q1 2015. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cambridge Advisors held 953 shares of iShares Core S&P 500 ETF worth $714K as of Q2 2026.
Cambridge Advisors bought 6 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $4.37K.
iShares Core S&P 500 ETF made up 0.12% of Cambridge Advisors's portfolio in Q2 2026, its #104 holding.
Cambridge Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
Cambridge Advisors's iShares Core S&P 500 ETF position peaked at $1.02M in Q1 2015.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.