CS
IVV icon

Crescent Sterling’s iShares Core S&P 500 ETF IVV Stock Holding History

Crescent Sterling’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 		$275K Buy
367
+43
+13% +$31.3K 0.25% 79
2026
Q1 		$212K Buy
+324
New +$221K 0.21% 80

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Crescent Sterling's IVV Position: Q2 2026 in Review

Crescent Sterling increased its iShares Core S&P 500 ETF (IVV) stake by 13% in Q2 2026, buying an estimated $31.3K and bringing the position to 367 shares worth $275K. The position accounts for 0.25% of the portfolio, ranked #79.

Crescent Sterling first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 1,337 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Crescent Sterling held 367 shares of iShares Core S&P 500 ETF worth $275K as of Q2 2026.
  • Crescent Sterling bought 43 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $31.3K.
  • iShares Core S&P 500 ETF made up 0.25% of Crescent Sterling's portfolio in Q2 2026, its #79 holding.
  • Crescent Sterling first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,337 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Crescent Sterling's 13F filing for Q2 2026, filed 7 Jul 2026.