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Colton Groome Financial Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Colton Groome Financial 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 		$70.7M Buy
94,430
+1,104
+1% +$804K 17.1% 1
2026
Q1 		$61M Buy
93,326
+1,914
+2% +$1.31M 17.36% 1
2025
Q4 		$62.6M Buy
91,412
+5,509
+6% +$3.74M 17.95% 1
2025
Q3 		$57.5M Buy
85,903
+4,377
+5% +$2.82M 17.64% 1
2025
Q2 		$50.6M Buy
81,526
+2,763
+4% +$1.59M 17.15% 1
2025
Q1 		$43.9M Sell
78,763
-15,040
-16% -$8.88M 17.05% 1
2024
Q4 		$55.2M Buy
93,803
+653
+0.7% +$387K 21.11% 1
2024
Q3 		$53.7M Buy
93,150
+1,778
+2% +$989K 20.1% 1
2024
Q2 		$50M Buy
91,372
+3,227
+4% +$1.7M 19.71% 1
2024
Q1 		$46.3M Buy
88,145
+3,974
+5% +$1.99M 18.63% 1
2023
Q4 		$40.2M Buy
84,171
+9,225
+12% +$4.13M 17.54% 1
2023
Q3 		$32.2M Buy
74,946
+7,251
+11% +$3.24M 16.11% 1
2023
Q2 		$30.2M Buy
67,695
+15,846
+31% +$6.68M 14.14% 1
2023
Q1 		$21.3M Buy
51,849
+15,833
+44% +$6.35M 10.16% 1
2022
Q4 		$13.8M Buy
36,016
+2,001
+6% +$772K 6.79% 2
2022
Q3 		$12.2M Sell
34,015
-4,158
-11% -$1.66M 6.22% 2
2022
Q2 		$14.5M Buy
38,173
+5,808
+18% +$2.39M 7.24% 2
2022
Q1 		$14.7M Buy
32,365
+3,673
+13% +$1.64M 6.79% 1
2021
Q4 		$13.7M Buy
28,692
+5,923
+26% +$2.73M 5.56% 1
2021
Q3 		$9.81M Buy
22,769
+10,944
+93% +$4.85M 4.27% 8
2021
Q2 		$5.08M Buy
11,825
+3,720
+46% +$1.56M 2.33% 15
2021
Q1 		$3.22M Buy
8,105
+5,228
+182% +$2.02M 1.8% 20
2020
Q4 		$1.08M Buy
+2,877
New +$1.02M 0.7% 30

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Colton Groome Financial Advisors's IVV Position: Q2 2026 in Review

Colton Groome Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 1.2% in Q2 2026, buying an estimated $804K and bringing the position to 94,430 shares worth $70.7M. The position accounts for 17.1% of the portfolio, ranked #1.

Colton Groome Financial Advisors first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Colton Groome Financial Advisors held 94,430 shares of iShares Core S&P 500 ETF worth $70.7M as of Q2 2026.
  • Colton Groome Financial Advisors bought 1,104 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $804K.
  • iShares Core S&P 500 ETF made up 17.1% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.