Crumly & Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Crumly & Associates’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	–	Sell	-419	Closed	-$274K	–	204
2026 Q1	$274K	Buy	419 +1	+0.2%	+$683	0.06%	170
2025 Q4	$287K	Buy	418 +1	+0.2%	+$679	0.06%	156
2025 Q3	$279K	Buy	+417	New	+$269K	0.06%	157
2025 Q2	–	Sell	-465	Closed	-$261K	–	173
2025 Q1	$261K	Buy	465 +30	+7%	+$17.7K	0.07%	140
2024 Q4	$256K	Hold	435	–	–	0.07%	134
2024 Q3	$251K	Buy	+435	New	+$242K	0.07%	133
2023 Q2	–	Sell	-969	Closed	-$398K	–	121
2023 Q1	$398K	Buy	+969	New	+$388K	0.17%	81

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Crumly & Associates's IVV Position: Q2 2026 in Review

Crumly & Associates sold out of iShares Core S&P 500 ETF (IVV) in Q2 2026, closing a stake of 419 shares — an estimated $274K sold.

Crumly & Associates first reported a position in IVV in Q1 2023 and held it in 7 quarters. The position peaked at $398K in Q1 2023. 1,602 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Crumly & Associates reported no remaining iShares Core S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Crumly & Associates sold 419 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $274K.
Crumly & Associates first reported a position in iShares Core S&P 500 ETF in Q1 2023 and held it in 7 quarters.
Crumly & Associates's iShares Core S&P 500 ETF position peaked at $398K in Q1 2023.
1,602 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.