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

Central Valley 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	$411K	Sell	550 -70	-11%	-$51K	0.11%	131
2026 Q1	$405K	Buy	+620	New	+$423K	0.11%	129
2024 Q2	–	Sell	-542	Closed	-$284K	–	163
2024 Q1	$284K	Buy	542 +2	+0.4%	+$1K	0.15%	116
2023 Q4	$258K	Buy	+540	New	+$242K	0.15%	118

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

Central Valley Advisors's IVV Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares Core S&P 500 ETF (IVV) stake by 11% in Q2 2026, selling an estimated $51K and leaving 550 shares worth $411K. The position accounts for 0.11% of the portfolio, ranked #131.

Central Valley Advisors first reported a position in IVV in Q4 2023 and has held it in 4 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Central Valley Advisors held 550 shares of iShares Core S&P 500 ETF worth $411K as of Q2 2026.
Central Valley Advisors sold 70 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $51K.
iShares Core S&P 500 ETF made up 0.11% of Central Valley Advisors's portfolio in Q2 2026, its #131 holding.
Central Valley Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 4 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.