Client 1st Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Client 1st 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	$2.99M	Sell	3,993 -1	-0%	-$728	0.78%	26
2026 Q1	$2.61M	Buy	3,994 +27	+0.7%	+$18.4K	0.79%	24
2025 Q4	$2.72M	Buy	3,967 +149	+4%	+$101K	0.85%	24
2025 Q3	$2.56M	Hold	3,818	–	–	0.85%	24
2025 Q2	$2.37M	Buy	3,818 +61	+2%	+$35K	0.86%	23
2025 Q1	$2.11M	Hold	3,757	–	–	0.82%	21
2024 Q4	$2.21M	Buy	3,757 +443	+13%	+$262K	0.85%	20
2024 Q3	$1.91M	Sell	3,314 -1	-0%	-$556	0.76%	20
2024 Q2	$1.81M	Buy	3,315 +39	+1%	+$20.5K	0.78%	19
2024 Q1	$1.72M	Sell	3,276 -165	-5%	-$82.6K	0.77%	21
2023 Q4	$1.64M	Buy	3,441 +194	+6%	+$86.8K	0.8%	22
2023 Q3	$1.39M	Sell	3,247 -274	-8%	-$123K	0.74%	25
2023 Q2	$1.57M	Sell	3,521 -50	-1%	-$21.1K	0.83%	28
2023 Q1	$1.47M	Buy	3,571 +176	+5%	+$70.6K	0.8%	25
2022 Q4	$1.3M	Buy	3,395 +1,184	+54%	+$457K	0.76%	24
2022 Q3	$793K	Buy	2,211 +1,356	+159%	+$541K	0.49%	28
2022 Q2	$324K	Buy	855 +142	+20%	+$58.4K	0.19%	58
2022 Q1	$323K	Buy	+713	New	+$319K	0.16%	64
2020 Q2	–	Sell	-1,123	Closed	-$290K	–	65
2020 Q1	$290K	Buy	+1,123	New	+$344K	0.31%	43

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

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

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

Client 1st Advisory Group's IVV Position: Q2 2026 in Review

Client 1st Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.03% in Q2 2026, selling an estimated $728 and leaving 3,993 shares worth $2.99M. The position accounts for 0.78% of the portfolio, ranked #26.

Client 1st Advisory Group first reported a position in IVV in Q1 2020 and has held it in 19 quarters since. 1,022 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Client 1st Advisory Group held 3,993 shares of iShares Core S&P 500 ETF worth $2.99M as of Q2 2026.
Client 1st Advisory Group sold 1 iShares Core S&P 500 ETF share in Q2 2026, an estimated $728.
iShares Core S&P 500 ETF made up 0.78% of Client 1st Advisory Group's portfolio in Q2 2026, its #26 holding.
Client 1st Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 19 quarters since.
1,022 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.