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Crown Wealth Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Crown Wealth 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 		$1.56M Buy
2,089
+116
+6% +$84.5K 0.4% 35
2026
Q1 		$1.29M Sell
1,973
-149
-7% -$102K 0.38% 41
2025
Q4 		$1.45M Sell
2,122
-2
-0.1% -$1.36K 0.41% 41
2025
Q3 		$1.42M Buy
2,124
+17
+0.8% +$10.9K 0.43% 36
2025
Q2 		$1.31M Sell
2,107
-217
-9% -$125K 0.49% 31
2025
Q1 		$1.31M Sell
2,324
-787
-25% -$465K 0.68% 25
2024
Q4 		$1.83M Buy
3,111
+1,610
+107% +$953K 0.74% 24
2024
Q3 		$866K Sell
1,501
-3,867
-72% -$2.15M 0.38% 45
2024
Q2 		$2.94M Sell
5,368
-191
-3% -$100K 1.47% 17
2024
Q1 		$2.92M Buy
5,559
+238
+4% +$119K 1.51% 16
2023
Q4 		$2.54M Buy
5,321
+46
+0.9% +$20.6K 1.53% 15
2023
Q3 		$2.27M Sell
5,275
-22
-0.4% -$9.84K 1.7% 13
2023
Q2 		$2.36M Sell
5,297
-3
-0.1% -$1.26K 1.86% 14
2023
Q1 		$2.18M Sell
5,300
-534
-9% -$214K 1.82% 15
2022
Q4 		$2.24M Sell
5,834
-259
-4% -$100K 2.11% 12
2022
Q3 		$2.19M Sell
6,093
-314
-5% -$125K 2.24% 12
2022
Q2 		$2.43M Buy
6,407
+230
+4% +$94.6K 2.2% 10
2022
Q1 		$2.8M Sell
6,177
-3,550
-36% -$1.59M 1.95% 12
2021
Q4 		$4.64M Buy
+9,727
New +$4.48M 4.31% 5

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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Crown Wealth Group's IVV Position: Q2 2026 in Review

Crown Wealth Group increased its iShares Core S&P 500 ETF (IVV) stake by 5.9% in Q2 2026, buying an estimated $84.5K and bringing the position to 2,089 shares worth $1.56M. The position accounts for 0.4% of the portfolio, ranked #35.

Crown Wealth Group first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.64M in Q4 2021. 2,050 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Crown Wealth Group held 2,089 shares of iShares Core S&P 500 ETF worth $1.56M as of Q2 2026.
  • Crown Wealth Group bought 116 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $84.5K.
  • iShares Core S&P 500 ETF made up 0.4% of Crown Wealth Group's portfolio in Q2 2026, its #35 holding.
  • Crown Wealth Group first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Crown Wealth Group's iShares Core S&P 500 ETF position peaked at $4.64M in Q4 2021.
  • 2,050 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.