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

CV 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	$1.14M	Buy	1,524 +837	+122%	+$610K	0.21%	53
2026 Q1	$449K	Sell	687 -975	-59%	-$666K	0.12%	30
2025 Q4	$1.2M	Buy	1,662 +1,211	+269%	+$822K	0.31%	23
2025 Q3	$302K	Hold	451	–	–	0.08%	42
2025 Q2	$280K	Sell	451 -44	-9%	-$25.3K	0.09%	33
2025 Q1	$278K	Sell	495 -6	-1%	-$3.54K	0.1%	31
2024 Q4	$253K	Buy	+501	New	+$297K	0.09%	27

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CV Advisors's IVV Position: Q2 2026 in Review

CV Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 122% in Q2 2026, buying an estimated $610K and bringing the position to 1,524 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #53.

CV Advisors first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 1,158 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CV Advisors held 1,524 shares of iShares Core S&P 500 ETF worth $1.14M as of Q2 2026.
CV Advisors bought 837 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $610K.
iShares Core S&P 500 ETF made up 0.21% of CV Advisors's portfolio in Q2 2026, its #53 holding.
CV Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
CV Advisors's iShares Core S&P 500 ETF position peaked at $1.2M in Q4 2025.
1,158 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.