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Canopy Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Canopy Partners’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 		$1.71M Hold
2,282
– – 0.51% 41
2026
Q1 		$1.49M Hold
2,282
– – 0.51% 39
2025
Q4 		$1.56M Buy
2,282
+29
+1% +$19.7K 0.51% 40
2025
Q3 		$1.51M Hold
2,253
– – 0.5% 40
2025
Q2 		$1.4M Hold
2,253
– – 0.51% 40
2025
Q1 		$1.27M Sell
2,253
-178
-7% -$105K 0.49% 44
2024
Q4 		$1.43M Sell
2,431
-59
-2% -$34.9K 0.55% 40
2024
Q3 		$1.44M Sell
2,490
-180
-7% -$100K 0.62% 30
2024
Q2 		$1.46M Sell
2,670
-356
-12% -$187K 0.68% 28
2024
Q1 		$1.59M Sell
3,026
-1,662
-35% -$832K 0.78% 26
2023
Q4 		$2.24M Buy
+4,688
New +$2.1M 1.36% 14

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Canopy Partners's IVV Position: Q2 2026 in Review

Canopy Partners held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,282 shares worth $1.71M. The position accounts for 0.51% of the portfolio, ranked #41.

Canopy Partners first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.24M in Q4 2023. 1,465 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Canopy Partners held 2,282 shares of iShares Core S&P 500 ETF worth $1.71M as of Q2 2026.
  • Canopy Partners left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.51% of Canopy Partners's portfolio in Q2 2026, its #41 holding.
  • Canopy Partners first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Canopy Partners's iShares Core S&P 500 ETF position peaked at $2.24M in Q4 2023.
  • 1,465 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.