Cyndeo Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Cyndeo Wealth Partners’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	$19.4M	Buy	25,907 +1,330	+5%	+$969K	0.91%	23
2026 Q1	$16.1M	Buy	24,577 +438	+2%	+$299K	0.84%	29
2025 Q4	$16.5M	Buy	24,139 +360	+2%	+$244K	0.89%	29
2025 Q3	$15.9M	Buy	23,779 +250	+1%	+$161K	0.88%	30
2025 Q2	$14.6M	Sell	23,529 -1,586	-6%	-$911K	0.87%	29
2025 Q1	$14.1M	Buy	25,115 +697	+3%	+$412K	0.93%	27
2024 Q4	$14.4M	Buy	24,418 +1,621	+7%	+$959K	0.97%	24
2024 Q3	$13.1M	Buy	22,797 +1,083	+5%	+$602K	0.92%	26
2024 Q2	$11.9M	Buy	21,714 +3,160	+17%	+$1.66M	0.93%	23
2024 Q1	$9.75M	Buy	18,554 +4,073	+28%	+$2.04M	0.81%	27
2023 Q4	$6.92M	Buy	14,481 +7,280	+101%	+$3.26M	0.64%	38
2023 Q3	$3.09M	Buy	7,201 +6,510	+942%	+$2.91M	0.32%	100
2023 Q2	$308K	Buy	691 +21	+3%	+$8.85K	0.03%	264
2023 Q1	$275K	Sell	670 -41	-6%	-$16.4K	0.03%	275
2022 Q4	$273K	Buy	+711	New	+$274K	0.03%	266

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cyndeo Wealth Partners's IVV Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares Core S&P 500 ETF (IVV) stake by 5.4% in Q2 2026, buying an estimated $969K and bringing the position to 25,907 shares worth $19.4M. The position accounts for 0.91% of the portfolio, ranked #23.

Cyndeo Wealth Partners first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Cyndeo Wealth Partners held 25,907 shares of iShares Core S&P 500 ETF worth $19.4M as of Q2 2026.
Cyndeo Wealth Partners bought 1,330 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $969K.
iShares Core S&P 500 ETF made up 0.91% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #23 holding.
Cyndeo Wealth Partners first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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