Centurion Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Centurion Wealth Management’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	$15.4M	Sell	20,557 -1,515	-7%	-$1.1M	3.68%	2
2026 Q1	$14.4M	Buy	22,072 +222	+1%	+$152K	3.25%	3
2025 Q4	$15M	Buy	21,850 +224	+1%	+$152K	3.28%	4
2025 Q3	$14.5M	Sell	21,626 -872	-4%	-$562K	3.3%	4
2025 Q2	$14M	Sell	22,498 -6,565	-23%	-$3.77M	4%	4
2025 Q1	$17.1M	Hold	29,063	–	–	5.35%	3
2024 Q4	$17.1M	Sell	29,063 -456	-2%	-$270K	5.35%	3
2024 Q3	$17M	Buy	+29,519	New	+$16.4M	5.43%	3
2024 Q1	$17.3M	Sell	32,896 -9,211	-22%	-$4.61M	6.82%	1
2023 Q4	$20.1M	Buy	42,107 +3,968	+10%	+$1.78M	8.59%	1
2023 Q3	$16.4M	Buy	38,139 +5,115	+15%	+$2.29M	8.02%	1
2023 Q2	$14.7M	Buy	33,024 +67	+0.2%	+$28.2K	7.1%	2
2023 Q1	$13.5M	Buy	32,957 +1,133	+4%	+$454K	6.86%	1
2022 Q4	$12.2M	Buy	+31,824	New	+$12.3M	6.9%	1

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Centurion Wealth Management's IVV Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, selling an estimated $1.1M and leaving 20,557 shares worth $15.4M. The position accounts for 3.68% of the portfolio, ranked #2.

Centurion Wealth Management first reported a position in IVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $20.1M in Q4 2023. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Centurion Wealth Management held 20,557 shares of iShares Core S&P 500 ETF worth $15.4M as of Q2 2026.
Centurion Wealth Management sold 1,515 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.1M.
iShares Core S&P 500 ETF made up 3.68% of Centurion Wealth Management's portfolio in Q2 2026, its #2 holding.
Centurion Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares Core S&P 500 ETF position peaked at $20.1M in Q4 2023.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.