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Cypress Wealth Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-91,391
Closed -$30.7M – 394
2020
Q3 		$30.7M Buy
+91,391
New +$30.4M 7.87% 1

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

Cypress Wealth Services's IVV Position: Q2 2026 in Review

Cypress Wealth Services increased its iShares Core S&P 500 ETF (IVV) stake by 31% in Q2 2026, buying an estimated $10.3M and bringing the position to 59,992 shares worth $44.9M. The position accounts for 5.51% of the portfolio, ranked #3.

Cypress Wealth Services first reported a position in IVV in Q4 2017 and has held it in 34 quarters since. 1,812 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Cypress Wealth Services held 59,992 shares of iShares Core S&P 500 ETF worth $44.9M as of Q2 2026.
  • Cypress Wealth Services bought 14,105 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $10.3M.
  • iShares Core S&P 500 ETF made up 5.51% of Cypress Wealth Services's portfolio in Q2 2026, its #3 holding.
  • Cypress Wealth Services first reported a position in iShares Core S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,812 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.