Centerpoint Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Centerpoint Advisory Group’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	$1.34M	Sell	1,793 -92	-5%	-$67K	0.85%	32
2026 Q1	$1.23M	Buy	1,885 +75	+4%	+$51.2K	0.93%	31
2025 Q4	$1.24M	Buy	1,810 +327	+22%	+$222K	0.95%	29
2025 Q3	$993K	Buy	1,483 +30	+2%	+$19.3K	0.77%	34
2025 Q2	$902K	Buy	1,453 +89	+7%	+$51.1K	0.78%	34
2025 Q1	$766K	Buy	1,364 +104	+8%	+$61.4K	0.75%	35
2024 Q4	$742K	Buy	+1,260	New	+$746K	0.72%	37

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Centerpoint Advisory Group's IVV Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q2 2026, selling an estimated $67K and leaving 1,793 shares worth $1.34M. The position accounts for 0.85% of the portfolio, ranked #32.

Centerpoint Advisory Group first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Centerpoint Advisory Group held 1,793 shares of iShares Core S&P 500 ETF worth $1.34M as of Q2 2026.
Centerpoint Advisory Group sold 92 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $67K.
iShares Core S&P 500 ETF made up 0.85% of Centerpoint Advisory Group's portfolio in Q2 2026, its #32 holding.
Centerpoint Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.