Conservest Capital Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Conservest Capital 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	$912K	Hold	1,217	–	–	0.07%	69
2026 Q1	$795K	Sell	1,217 -64	-5%	-$43.7K	0.07%	70
2025 Q4	$878K	Hold	1,281	–	–	0.08%	64
2025 Q3	$857K	Hold	1,281	–	–	0.08%	61
2025 Q2	$795K	Buy	1,281 +2	+0.2%	+$1.15K	0.08%	58
2025 Q1	$719K	Sell	1,279 -24	-2%	-$14.2K	0.08%	60
2024 Q4	$767K	Sell	1,303 -60	-4%	-$35.5K	0.08%	58
2024 Q3	$717K	Hold	1,363	–	–	0.07%	58
2024 Q2	$717K	Hold	1,363	–	–	0.08%	58
2024 Q1	$717K	Buy	1,363 +214	+19%	+$107K	0.07%	58
2023 Q4	$549K	Hold	1,149	–	–	0.06%	63
2023 Q3	$493K	Sell	1,149 -126	-10%	-$56.4K	0.06%	62
2023 Q2	$568K	Sell	1,275 -7	-0.5%	-$2.95K	0.07%	60
2023 Q1	$527K	Buy	+1,282	New	+$514K	0.06%	60
2018 Q4	–	Sell	-1,301	Closed	-$381K	–	83
2018 Q3	$381K	Hold	1,301	–	–	0.06%	63
2018 Q2	$355K	Buy	+1,301	New	+$354K	0.06%	63

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

Conservest Capital Advisors's IVV Position: Q2 2026 in Review

Conservest Capital Advisors held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,217 shares worth $912K. The position accounts for 0.07% of the portfolio, ranked #69.

Conservest Capital Advisors first reported a position in IVV in Q2 2018 and has held it in 16 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Conservest Capital Advisors held 1,217 shares of iShares Core S&P 500 ETF worth $912K as of Q2 2026.
Conservest Capital Advisors left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.07% of Conservest Capital Advisors's portfolio in Q2 2026, its #69 holding.
Conservest Capital Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 16 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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