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

Cannon 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 		$244K Sell
324
-399
-55% -$291K 0.15% 81
2026
Q1 		$472K Buy
723
+1
+0.1% +$683 0.35% 54
2025
Q4 		$501K Sell
722
-1,819
-72% -$1.24M 0.35% 50
2025
Q3 		$1.72M Buy
2,541
+2,216
+682% +$1.43M 1.15% 29
2025
Q2 		$202K Buy
+325
New +$187K 0.16% 68
2024
Q4 		– Sell
-351
Closed -$201K – 65
2024
Q3 		$201K Buy
+351
New +$195K 0.16% 69

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Cannon Advisors's IVV Position: Q2 2026 in Review

Cannon Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 55% in Q2 2026, selling an estimated $291K and leaving 324 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #81.

Cannon Advisors first reported a position in IVV in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.72M in Q3 2025. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cannon Advisors held 324 shares of iShares Core S&P 500 ETF worth $244K as of Q2 2026.
  • Cannon Advisors sold 399 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $291K.
  • iShares Core S&P 500 ETF made up 0.15% of Cannon Advisors's portfolio in Q2 2026, its #81 holding.
  • Cannon Advisors first reported a position in iShares Core S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
  • Cannon Advisors's iShares Core S&P 500 ETF position peaked at $1.72M in Q3 2025.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cannon Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.