CFS Investment Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

CFS Investment Advisory Services’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	$31.5M	Sell	42,125 -357	-0.8%	-$260K	2.1%	6
2026 Q1	$30.3M	Sell	42,482 -6,886	-14%	-$4.7M	2.09%	6
2025 Q4	$33.8M	Buy	49,368 +2,086	+4%	+$1.42M	2.47%	6
2025 Q3	$32.2M	Buy	47,282 +1,091	+2%	+$703K	2.39%	6
2025 Q2	$28.7M	Buy	46,191 +1,955	+4%	+$1.12M	2.35%	7
2025 Q1	$24.9M	Buy	44,236 +1,674	+4%	+$989K	2.21%	7
2024 Q4	$25.1M	Sell	42,562 -36,874	-46%	-$21.8M	2.25%	7
2024 Q3	$45.8M	Buy	79,436 +764	+1%	+$425K	3.85%	3
2024 Q2	$43M	Buy	+78,672	New	+$41.4M	3.49%	6
2023 Q4	–	Sell	-37,254	Closed	-$16M	–	159
2023 Q3	$16M	Buy	37,254 +5,801	+18%	+$2.59M	2.55%	8
2023 Q2	$14M	Buy	31,453 +892	+3%	+$376K	1.79%	15
2023 Q1	$12.6M	Buy	+30,561	New	+$12.3M	2.28%	13
2022 Q3	–	Sell	-15,528	Closed	-$5.89M	–	297
2022 Q2	$5.89M	Sell	15,528 -6,271,254	-100%	-$2.58B	0.9%	21
2022 Q1	$14K	Buy	6,286,782 +6,274,562	+51,347%	+$2.81B	0.06%	136
2021 Q4	$5.5M	Buy	12,220 +2,623	+27%	+$1.21M	0.74%	22
2021 Q3	$4.13M	Buy	9,597 +9,057	+1,677%	+$4.01M	0.57%	37
2021 Q2	$232K	Buy	+540	New	+$226K	0.21%	25
2020 Q4	$5.54M	Buy	+14,750	New	+$5.25M	0.88%	24

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

CFS Investment Advisory Services's IVV Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Core S&P 500 ETF (IVV) stake by 0.84% in Q2 2026, selling an estimated $260K and leaving 42,125 shares worth $31.5M. The position accounts for 2.1% of the portfolio, ranked #6.

CFS Investment Advisory Services first reported a position in IVV in Q4 2020 and has held it in 18 quarters since. The position peaked at $45.8M in Q3 2024. 1,526 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CFS Investment Advisory Services held 42,125 shares of iShares Core S&P 500 ETF worth $31.5M as of Q2 2026.
CFS Investment Advisory Services sold 357 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $260K.
iShares Core S&P 500 ETF made up 2.1% of CFS Investment Advisory Services's portfolio in Q2 2026, its #6 holding.
CFS Investment Advisory Services first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 18 quarters since.
CFS Investment Advisory Services's iShares Core S&P 500 ETF position peaked at $45.8M in Q3 2024.
1,526 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.