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

Canvas Wealth 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 		$10.4M Sell
13,883
-1,014
-7% -$738K 1.45% 19
2026
Q1 		$9.73M Sell
14,897
-14,499
-49% -$9.9M 1.66% 18
2025
Q4 		$20.1M Buy
29,396
+632
+2% +$429K 3.42% 9
2025
Q3 		$19.3M Buy
28,764
+2,444
+9% +$1.57M 3.52% 8
2025
Q2 		$16.8M Buy
26,320
+4,593
+21% +$2.64M 3.32% 10
2025
Q1 		$11.5M Buy
21,727
+2,195
+11% +$1.3M 2.95% 11
2024
Q4 		$11.5M Buy
19,532
+4,982
+34% +$2.95M 2.89% 8
2024
Q3 		$8.39M Buy
14,550
+1,701
+13% +$946K 2.32% 15
2024
Q2 		$7M Buy
12,849
+795
+7% +$418K 2.16% 15
2024
Q1 		$6.06M Buy
12,054
+5,059
+72% +$2.53M 2.04% 15
2023
Q4 		$3.35M Buy
6,995
+426
+6% +$191K 1.22% 21
2023
Q3 		$2.78M Buy
6,569
+69
+1% +$30.9K 1.14% 21
2023
Q2 		$2.97M Sell
6,500
-128
-2% -$53.9K 1.1% 20
2023
Q1 		$2.75M Sell
6,628
-1,376
-17% -$552K 1.15% 19
2022
Q4 		$3.15M Buy
8,004
+123
+2% +$47.5K 1.32% 15
2022
Q3 		$3.02M Buy
7,881
+199
+3% +$79.5K 1.29% 16
2022
Q2 		$2.91M Buy
7,682
+507
+7% +$209K 1.17% 20
2022
Q1 		$3M Sell
7,175
-163
-2% -$72.9K 1.09% 21
2021
Q4 		$3.5M Buy
7,338
+651
+10% +$300K 1.26% 18
2021
Q3 		$2.88M Buy
6,687
+235
+4% +$104K 1.18% 23
2021
Q2 		$2.77M Sell
6,452
-26
-0.4% -$10.9K 1.24% 24
2021
Q1 		$2.68M Buy
+6,478
New +$2.51M 1.56% 19

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 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

Canvas Wealth Advisors's IVV Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 6.8% in Q2 2026, selling an estimated $738K and leaving 13,883 shares worth $10.4M. The position accounts for 1.45% of the portfolio, ranked #19.

Canvas Wealth Advisors first reported a position in IVV in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.1M in Q4 2025. 2,283 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Canvas Wealth Advisors held 13,883 shares of iShares Core S&P 500 ETF worth $10.4M as of Q2 2026.
  • Canvas Wealth Advisors sold 1,014 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $738K.
  • iShares Core S&P 500 ETF made up 1.45% of Canvas Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Canvas Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • Canvas Wealth Advisors's iShares Core S&P 500 ETF position peaked at $20.1M in Q4 2025.
  • 2,283 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.