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

CWS Financial 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	$3.53M	Buy	4,707 +2	+0%	+$1.46K	0.78%	24
2026 Q1	$3.07M	Sell	4,705 -298	-6%	-$203K	0.79%	23
2025 Q4	$3.43M	Sell	5,003 -17	-0.3%	-$11.5K	0.93%	17
2025 Q3	$3.36M	Sell	5,020 -78	-2%	-$50.2K	0.93%	16
2025 Q2	$3.17M	Sell	5,098 -142	-3%	-$81.5K	0.92%	17
2025 Q1	$2.94M	Sell	5,240 -142	-3%	-$83.9K	0.93%	16
2024 Q4	$3.17M	Sell	5,382 -27	-0.5%	-$16K	1.03%	15
2024 Q3	$3.12M	Buy	5,409 +2	+0%	+$1.11K	1.11%	13
2024 Q2	$2.96M	Sell	5,407 -88	-2%	-$46.3K	1.16%	12
2024 Q1	$2.89M	Buy	5,495 +183	+3%	+$91.6K	1.18%	12
2023 Q4	$2.54M	Buy	5,312 +5	+0.1%	+$2.24K	0.95%	13
2023 Q3	$2.28M	Hold	5,307	–	–	0.91%	16
2023 Q2	$2.37M	Buy	5,307 +9	+0.2%	+$3.79K	0.9%	16
2023 Q1	$2.18M	Buy	5,298 +2,440	+85%	+$978K	0.87%	17
2022 Q4	$1.14M	Sell	2,858 -2,374	-45%	-$916K	0.49%	26
2022 Q3	$1.88M	Sell	5,232 -7	-0.1%	-$2.79K	0.9%	17
2022 Q2	$1.99M	Buy	5,239 +17	+0.3%	+$6.99K	0.91%	17
2022 Q1	$2.37M	Sell	5,222 -1,175	-18%	-$526K	0.89%	15
2021 Q4	$3.05M	Buy	+6,397	New	+$2.95M	1.08%	11
2021 Q2	$1.27M	Buy	2,958 +100	+3%	+$41.9K	0.51%	27
2021 Q1	$1.14M	Hold	2,858	–	–	0.49%	26
2020 Q4	$1.07M	Sell	2,858 -37	-1%	-$13.2K	0.62%	24
2020 Q3	$973K	Buy	2,895 +13	+0.5%	+$4.33K	0.65%	23
2020 Q2	$893K	Buy	+2,882	New	+$846K	0.64%	24

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

CWS Financial Advisors's IVV Position: Q2 2026 in Review

CWS Financial Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 0.04% in Q2 2026, buying an estimated $1.46K and bringing the position to 4,707 shares worth $3.53M. The position accounts for 0.78% of the portfolio, ranked #24.

CWS Financial Advisors first reported a position in IVV in Q2 2020 and has held it in 24 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

CWS Financial Advisors held 4,707 shares of iShares Core S&P 500 ETF worth $3.53M as of Q2 2026.
CWS Financial Advisors bought 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
iShares Core S&P 500 ETF made up 0.78% of CWS Financial Advisors's portfolio in Q2 2026, its #24 holding.
CWS Financial Advisors first reported a position in iShares Core S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.