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CRA Financial Services’s iShares Core S&P 500 ETF IVV Stock Holding History

CRA Financial 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 		$23.5M Buy
31,388
+655
+2% +$477K 2.71% 9
2026
Q1 		$20.1M Buy
30,733
+1,570
+5% +$1.07M 2.61% 8
2025
Q4 		$20M Buy
29,163
+368
+1% +$250K 2.61% 8
2025
Q3 		$19.3M Buy
28,795
+915
+3% +$589K 2.64% 8
2025
Q2 		$17.3M Buy
27,880
+1,478
+6% +$849K 2.65% 8
2025
Q1 		$14.8M Buy
26,402
+591
+2% +$349K 2.54% 8
2024
Q4 		$15.2M Buy
25,811
+1,493
+6% +$884K 2.61% 9
2024
Q3 		$14M Buy
24,318
+136
+0.6% +$75.6K 2.57% 9
2024
Q2 		$13.2M Buy
24,182
+832
+4% +$437K 2.67% 9
2024
Q1 		$12.3M Buy
23,350
+1,237
+6% +$619K 2.67% 10
2023
Q4 		$10.6M Buy
22,113
+343
+2% +$154K 2.58% 10
2023
Q3 		$9.35M Sell
21,770
-37
-0.2% -$16.6K 2.57% 10
2023
Q2 		$9.72M Buy
21,807
+1,023
+5% +$431K 2.63% 10
2023
Q1 		$8.54M Buy
20,784
+251
+1% +$101K 2.54% 10
2022
Q4 		$7.89M Sell
20,533
-76
-0.4% -$29.3K 2.58% 10
2022
Q3 		$7.39M Buy
20,609
+417
+2% +$167K 2.66% 10
2022
Q2 		$7.66M Buy
20,192
+1,141
+6% +$469K 2.62% 9
2022
Q1 		$8.64M Buy
19,051
+1,073
+6% +$480K 2.6% 10
2021
Q4 		$8.57M Buy
17,978
+1,439
+9% +$663K 2.55% 11
2021
Q3 		$7.13M Buy
16,539
+2,514
+18% +$1.11M 2.41% 11
2021
Q2 		$6.03M Buy
14,025
+274
+2% +$115K 2.1% 11
2021
Q1 		$5.47M Buy
13,751
+611
+5% +$237K 2.12% 11
2020
Q4 		$4.93M Buy
13,140
+117
+0.9% +$41.6K 2.07% 11
2020
Q3 		$4.38M Sell
13,023
-377
-3% -$125K 2.09% 10
2020
Q2 		$4.15M Sell
13,400
-228
-2% -$66.9K 2.19% 10
2020
Q1 		$3.52M Buy
13,628
+6,102
+81% +$1.87M 2.25% 10
2019
Q4 		$2.43M Buy
7,526
+314
+4% +$97.2K 1.33% 16
2019
Q3 		$2.15M Sell
7,212
-31
-0.4% -$9.21K 1.3% 17
2019
Q2 		$2.13M Buy
7,243
+50
+0.7% +$14.5K 1.28% 17
2019
Q1 		$2.05M Buy
7,193
+214
+3% +$58.5K 1.33% 17
2018
Q4 		$1.76M Buy
+6,979
New +$1.9M 1.27% 20

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
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

CRA Financial Services's IVV Position: Q2 2026 in Review

CRA Financial Services increased its iShares Core S&P 500 ETF (IVV) stake by 2.1% in Q2 2026, buying an estimated $477K and bringing the position to 31,388 shares worth $23.5M. The position accounts for 2.71% of the portfolio, ranked #9.

CRA Financial Services first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • CRA Financial Services held 31,388 shares of iShares Core S&P 500 ETF worth $23.5M as of Q2 2026.
  • CRA Financial Services bought 655 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $477K.
  • iShares Core S&P 500 ETF made up 2.71% of CRA Financial Services's portfolio in Q2 2026, its #9 holding.
  • CRA Financial Services first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.